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One of our primary goals in Private Banking is to save time and eliminate hassle. Our Private Client Advisor is an experienced financial professional who offers concierge-level service by providing guidance, making every banking process easier, and serves as the single point of contact. Our Private Client Advisor has access to tools and specialists to deliver world class solutions in wealth planning*, trust and estate planning, investment management*, banking and lending solutions for our affluent clients, families and business owners.
A Private Client Advisor looks out for your best interest and supports your vision every step of the way! As your trusted Advisor, he or she will develop customized solutions that are unique to your individual needs and will help in coordinating with your lawyers, accountants and other advisors.
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*Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. VCB Financial Group and Virginia Commonwealth Bank are subsidiaries of Bay Banks of Virginia. Infinex is not affiliated with any of those companies. Not a deposit of or guaranteed by the Bank. Not FDIC Insured. Not Insured by any Federal Government Agency. May go down in value.
Preferential pricing on deposit products Free comprehensive Financial Plan including a review of estate and trust documents* Customized and competitive loans and lines of credit Up to $500 towards a VCB Mortgage Appraisal**
*Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. VCB Financial Group and Virginia Commonwealth Bank are subsidiaries of Bay Banks of Virginia. Infinex is not affiliated with any of those companies. Not a deposit of or guaranteed by the Bank. Not FDIC Insured. Not Insured by any Federal Government Agency. May go down in value. **Upon Credit Approval. VCB NMLS # 408522
Use your home's equity to get a flexible spending account or to refinance.
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With an adjustable rate mortgage (ARM), payments and interest rates initially may be lower and you may qualify for a higher mortgage loan amount. Your initial interest rate can be fixed for a set period of time, while your mortgage payments are calculated on a variety of terms. An ARM is a good choice if you expect a possible increase in future income or net worth.
When considering an adjustable rate mortgage, remember these factors:
Loan Inquiry
Senior Vice President, Private Client Advisor VCB Private Banking
Office: (804) 510-1977 lisa.streat@vcb.bank NMLS #: 673813
Located: 5706 Grove Avenue, Suite 202 | Richmond, VA
Once you have completed the below information, please click Submit. Our Private Client Advisor will contact you. Thank you for choosing Virginia Commonwealth Bank for your financial needs!
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