Taxes

• Charitable Giving
  Decisions regarding TowneBank sponsorships are primarily made at the regional level. If you would like more information about charitable giving, please contact the Regional President who serves your community.
• Income Tax
  You’ll receive a Plan statement detailing year-to-date account activity at the end of any month in which there was activity in your account. Please retain your statements for income tax and other purposes.

Investment

• Wealth Management
  The Raymond James Financial Advisors at Wealth Management can help you develop a personalized financial plan. Our advisors can review portfolio performance, prepare strategies for management wealth and assets and more. Towne Wealth Management

Planning

• Financial Planning
  Bill Littreal is responsible for managing the company’s finances, including financial planning, management of financial risk, recordkeeping, and reporting. Read More
• Living Trusts
  Deposits held in different ownership categories are separately insured, up to at least $250,000, even if held at the same bank. For example, a revocable trust account (including living trusts and informal revocable trusts commonly referred to as payable on death (POD) accounts) with one owner naming three unique beneficiaries can be insured up to $750,000. See " Revocable and Irrevocable Trust Accounts " on the FDIC's website for more information about how deposit insurance is calculated for these types of accounts.