Private Banking

At Lee Bank, we’re not your garden variety bankers. We’re more like banking artisans, crafting sustainable solutions to help you achieve financial success and grow your wealth. 

Lee Bank Private Banker Marianne Fresia, Vice President Private Banking & Trust Services, will personally coordinate with our local experts on cash management, residential or commercial lending, insurance, and more to ensure your needs are met.

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What We Do:

Lee Bank Private Banker Marianne Fresia, Assistant Vice President of Private Banking & Trust Services, will personally coordinate with our local experts on cash management, residential or commercial lending, insurance, and more to ensure your needs are met.

Private Banking Products and Services include but are not limited to:

Trust and Estate Administration Services

  • Bill pay and disbursement service
  • Revocable and irrevocable trusts
  • Charitable trusts
  • Last will & testament
  • A Trustee or Personal Administrator as a perpetual representative
  • A Trustee or Personal Administrator that will serve with an unbiased opinion

Convenience

  • Online and mobile banking, including mobile check deposit
  • Fee-free ATM usage nationwide on specified amounts when qualifications are met (up to $25 monthly)
  • Official checks
  • Notary and medallion guarantee services

Deposits1

  • Interest bearing and reward checking options
  • Money market savings
  • Certificates of deposit

1 Member FDIC/DIF

Loans2

  • Consumer loans
  • First and second mortgages, jumbo mortgages, and second home mortgages
  • Home equity lines of credit
  • A full range of commercial use loans and lines of credit

2 Equal Housing Lender

Insurance and Investments3 

  • Stocks, bonds, and mutual funds
  • Fixed and variable annuities
  • A full range of life insurance options

3 Insurance and investment products:

NOT FDIC INSURED  |  NOT GUARANTEED  |  MAY LOSE VALUE
NOT DEPOSITS OF THE BANK 
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY 
NOT A CONDITION TO ANY BANKING SERVICE OR ACTIVITY 

When you work with Lee Bank Private Banking, you have a team of seasoned professionals standing behind you to help with Banking, Lending and Trust Services.

  • Michelle Buffis, Trust Administration Coordinator
  • Matthew Freitag, VP Financial Wellness
  • Marianne Fresia, VP Private Banking and Trust Services
  • Chuck Leach, President and CEO, Lee Bank
  • Bruce Marzotto, SVP Commercial Lending
  • Brandy McKie, VP Retail Banking
  • Lorita Trombly, Branch Manager, Lee Office

 

  • Janet Porter, Infinex Investments, Inc.

Questions? We've got answers!

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