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Community Bank & Trust

Wealth Management & Trust Services

The Community Bank & Trust approach to financial planning is different. Wealth Management & Trust customers at CB&T know their officers take the time to develop a complete understanding of each of their financial goals and aspirations, their individual circumstances, and their investment objectives and concerns. CB&T financial advisors believe that by taking the time to understand their clients, they can offer their expert financial advice more effectively.

CB&T’s team of financial experts are committed to supporting their customers’ financial wellbeing. With attorneys, Certified Public Accountants (CPAs) and Chartered Financial Analysts (CFAs) on their team of experienced officers, CB&T holds the expertise to guide their customers in developing their family’s wealth for generations to come. The Wealth Management & Trust officers at CB&T know their clients by name because they are their friends and neighbors, and CB&T officers are dedicated to their customers’ futures as well as their own. Every employee at CB&T is personally invested in earning their customers’ trust and developing lasting relationships.

Trust their financial advisors as your corporate trustee who will provide unbiased decision making and the financial expertise you need to establish a financial plan for your family’s future.

“Thank you, Wacoans, for naming CB&T Wealth Management & Trust as the “Best Financial Planning Firm” for 2024!”

Pictured left to right: Tom Williams, Karen Boyd and Lisa Hull

Community Bank & Trust

Wealth Management & Trust
1711 Lake Success
254-753-1521
cbtwaco.bank

Best of Waco Winner

Financial Planning Firm, 2017-2019, 2021, 2022, 2024