LAFAYETTE, La., July 24 /PRNewswire-FirstCall/ -- IBERIABANK (http://www.iberiabank.com/), the 123-year-old subsidiary of IBERIABANK Corporation , is pleased to announce the launch of IBERIA Wealth Advisors, a team focused on building the Company's trust and asset management business.
Leading the team is Jason H. Waters, Senior Vice President and Managing Director of IBERIA Wealth Advisors. The team currently consists of two primary managers. Jimmy D. Crocker joined the Company as Senior Vice President and Director of Trust. Kevin P. Reed will serve as Senior Vice President and Director of Wealth Management.
"With the formation of this business, we can offer our clients competitive wealth management solutions," says Jefferson G. Parker, Vice Chairman and Managing Director of Brokerage, Trust and Wealth Management for IBERIABANK Corporation. "We are making a significant investment in this area starting with the recruitment of the best talent in the business. Each of these leaders - Jason, Jimmy and Kevin - brings profound depth and experience. I am confident that this business will be a significant part of our Company very soon and am very excited about the opportunities ahead."
Waters joins IBERIABANK with over 17 years in the financial services industry. Most recently he served as Senior Portfolio Manager for Regions Bank (formerly AmSouth Bank) in Birmingham, Alabama where he managed the largest asset management investment portfolio for the corporation, as well as served on the asset allocation, investment strategy and mutual fund due diligence committees.
He earned a Master of Business Administration from Southern Methodist University with a concentration in Finance. He also earned his Bachelor of Science in Business Administration from Auburn University where he was a member of Beta Alpha Psi Accounting Honorary Society. Waters attained a Charted Financial Analyst designation (CFA), is a member of CFA Society of Alabama and maintains a Series 65 license.
He is very involved in the Birmingham community. He served as United Way Loaned Executive, is currently serving on the Vestavia Youth Baseball Board, and was recognized as Junior Achievement Volunteer of the Year (2007). He also serves as a Little League baseball coach and youth soccer coach.
Crocker joins IBERIABANK with over 17 years in the financial services industry. Most recently, he served as Vice President and Trust Advisor for Regions Bank (formerly AmSouth Bank) in Birmingham, Alabama. Crocker's extensive financial experience includes serving as Trust Administrator managing large asset portfolios as well as having served as a Private Banker Group Vice President and Regional Banking Manager throughout his career.
He earned a Master of Science in Financial Planning from the University of Alabama and also a Juris Doctor from Birmingham School of Law. He earned his Bachelor of Business Administration from the University of Mississippi.
Crocker has also taught Wills and Trust for the last seven years at Birmingham School of Law. He was named Professor of the Year three times by the graduating 3rd year class. He is a member of Mountain Brook Baptist Church, is involved in the Civil Air Patrol as a flight crew member, a member of a Ground Search and Rescue Team and is a member of the Alabama State Bar and the Estate Planning Council of Birmingham.
Reed joins IBERIABANK with 25 years of experience in the fields of asset management, trust administration and client development.
He spent the last 12 years at Whitney National Bank where he served as Division Executive for Trust, Asset Management and Brokerage. He was responsible for all aspects of Whitney's Trust and Investment Management Division across a five state area. Prior to Whitney, Reed was with First National Bank of Commerce in the Trust and Investment Management Division.
Reed earned a BS in Business Administration from the University of New Orleans. His speaking engagements have included SEI's Invest 3000 User's Conferences, KPMG's seminar on Louisiana State Subdivisions - Permitted Investments, Derivatives, and Mark to Market Rules, New Orleans Estate Planning Council - IRA Rules & Regulations, New Orleans Estate Planning Council, Estate Planning Day- Death, Taxes and Trusts, Louisiana Society of CPA's, Asset Allocation and Portfolio Analysis and has been quoted in the Wall Street Journal.
His community and professional service includes his role as President, the New Orleans Estate Planning Council, Past President, CFA Society of Louisiana, member of the Association for Investment Management and Research (AIMR) and Fixed Income Analysts Society, New York.
IBERIABANK Corporation is the second largest financial holding company headquartered in Louisiana. With assets of $10.4 billion (as of June 30, 2010), the Company offers 214 offices, including 140 bank branches in Louisiana, Arkansas, Tennessee, Alabama, Texas, and Florida, 26 title insurance offices in Arkansas and Louisiana, and mortgage representatives in 54 locations in 12 states.
IBERIABANK Corporation
CONTACT: Beth Ardoin, Executive Vice President, Director of
Communications, +1-337-521-4701, or Jefferson G. Parker, Vice Chairman,
Manager of Brokerage, Trust, and Wealth Management, +1-504-310-7314
Web Site: http://www.iberiabank.com/
