In a nutshell, it's the same thing that separates Southwest Missouri Bank from the others - professional customer service excellence. Since 1979, Southwest Missouri Bank has prided itself in its service to our customers. That little extra "Wow" you feel when dealing with us. It's the same way in the trust department.
We are a full service trust department. Our goal is to professionally handle all of your trust needs, accurately, courteously, responsively and in partnership with you. Our services include total trust management, probate estate management, conservatorship management, investment management, estate and wealth transfer planning and managed estate bill paying. We have in-house brokers available or we will work with your broker. It's your money and your decision.
We are a local bank and a local trust department. We live right here in your neighborhood and our decisions are made right here at home. If you have questions you need only call or come in for the answers. Yes, it's as easy as that!
Our trust professionals combined have over 100 years of legal, accounting, brokerage and trust administration experience to provide you with the very best in trust services. Just call for an appointment or stop by. We will meet with you at any of our locations to make your planning easier.
Trust Officer Doug Crandall grew up in Southwest Missouri and provides his customers with the local, personal service that you expect from SMB. He is an attorney with nearly 30 years of legal experience.
Richard Patterson, portfolio investment analyst, is a certified public accountant and registered financial securities advisor. He reviews trust accounts and makes investment recommendations designed to meet each account's particular investment objectives.
Trust Administrator Alice Taft is a graduate of Joplin High School with over 10 years of legal experience.
Trust Administrator Marge Housh has previously served in management with the Carthage Water and Electric Plant for 16 years. Marge now serves the Carthage community in her capacity as SMB's Trust Administrator at our downtown branch.
