Investment Services

In the world of investing, change is inevitable. Every day more and more options become available to you. So how do you know which route is best for you? Let BancTrust Financial Services, Inc. help navigate the way. The professionals at BancTrust Financial Services, Inc. can carefully analyze your needs and objectives to help you select the investments that fit your financial plans and goals.

Investment Options

Stocks

When it comes to the changing stock market, advice on what to buy and sell is essential. We help our clients position themselves so that their strategies meet their needs without compromising their tolerance for risk.

Bonds

Instead of venturing into the bond market alone, look to us for knowledgeable guidance. We help you carefully weigh such factors as credit rating, return, duration, tax exemptions and call protection to match a bond with your investment strategy.

Mutual Funds

The number of mutual funds now exceeds the number of stocks listed on the major exchanges. To help you navigate the maze, we compare each fund’s investing style, management and performance. We then match mutual funds to your goals and risk tolerance, and continue to monitor those funds selected to ensure they meet your investment objectives.

Annuities

The ability of annuities to provide tax-deferred accumulation of capital has made them popular among investors. If this option makes sense for you, we can give you expert advice in selecting from the myriad choices that exist. We can guide you through the often subtle differences in annuities to find just the right one for you.

Insurance

No one can predict life’s mishaps; we can only be prepared. Be prepared with insurance coverage from BancTrust Financial Services, Inc. We offer a wide variety of insurance products through top rated insurance companies.

Advisory Services

BancTrust Financial Services, Inc.’s broker-dealer, Sterne Agee Financial Services, Inc., offers advisory services through Sterne Agee Investment Advisors, Inc. These services include access to money managers as well as access to various investment models that may suit your financial needs. We can help you analyze your investment objectives and risk tolerance, and then recommend an investment style suited to meet your financial goals.

For More Information

BancTrust Financial Services, Inc., along with Sterne Agee Financial Services, Inc., has the experience to guide you to financial success. We have the resources to deliver a premium level of service to all of our clients. Our professional financial advisors draw on this foundation of strength, and with their skills and knowledge, develop a customized program of investing just for you.

For more information about how we can assist you with your investment objectives, please call us and ask to speak with a representative in your area today.  Our main office address and phone numbers are listed below.

BancTrust Financial Services, Inc.
107 Saint Francis Street (36602)
P.O. Box 3067
Mobile, AL 36652
Phone: (251) 438-6225 or
Toll Free: 1-888-446-5298
Fax: (251) 438-6240

Hours of Operation:

Monday–Friday 8 a.m. – 5 p.m.

 

Back to Top     • Contact Us

Our Staff

For additional information or assistance, please contact any of our professionals at a location near you.

 

Jason Cooper
Financial Consultant
(251) 431-7878
JCooper@sterneagee.com
Mobile & Baldwin Counties, Demopolis, and Florida

David Ketchem
Financial Consultant
(251) 431-7827
DKetchem@sterneagee.com
Escambia, Monroe & Mobile Counties, and Florida

Ann Devine
Vice President
(334) 687-3581
ADevine@sterneagee.com
Eufaula and Auburn/Opelika area

Thom S. Lott, Sr.
Vice President
(251) 929-2894
TLott@sterneagee.com
Baldwin County

 

 

R. Jerry Jackson
Vice President
(251) 929-2872
JJackson@sterneagee.com
Baldwin County


Ginger Simmons

Registered Representative
(251) 809-2265
GSimmons@sterneagee.com
Brewton area

OPERATIONS:

Jennifer Dismukes
Operations Mgr/VP
(251) 438-6224
JDismukes@sterneagee.com
Mobile

Judy Lee
Admin Assistant
(251) 438-6224
JudyLee@sterneagee.com
Mobile

 


 

Back to Top     • Contact Us

Securities are offered through Sterne Agee Financial Services, Inc.  Member FINRA and SIPC.
Investment Advisory Services are offered through Sterne Agee Investment Advisors, Inc.
Not FDIC Insured • Not a Deposit • May Lose Value • No Bank Guarantee • Not Insured By Any Federal Government Agency
BancTrust Financial Services, Inc. is a wholly owned subsidiary of BankTrust.