Phipps named NBT senior vice president
The National Bank and Trust company is proud to announce the promotion of Jason Phipps to Senior Vice President, Wealth Management Division.
Phipps began his career at National Bank and Trust as a Financial Consultant and has served as a Vice President, Financial Consultant and Investment Services Manager and as Vice President, Wealth Management Division.
In his role, Phipps is responsible for the Wealth Management Division. Within this Division, Phipps and his team work with individuals, institutions, non-profits and endowments to establish, grow and manage their financial portfolios.
Phipps is a graduate of Wilmington College and holds Series 7, 24, 66 and Ohio Life and Health Licenses. He and his wife, Carrie, reside in Clarksville with their three children, Maddie, Nolan and Baron.
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About NB&T Financial and National Bank and Trust
NB&T Financial is the holding company for National Bank and Trust, which is a full-service financial institution offering deposit, loan, investment and insurance products for personal and business needs. NB&T was originally founded in 1872 and has remained true to its community banking philosophy and local presence since. NB&T prides itself on delivering unparalleled customer service and guidance to customers that meets their individual life stage goals.
NB&T Financial had, as of Dec. 31, 2013, total assets of $638 million, cash management accounts totaling $44 million, trust and brokerage assets with a market value of $335 million and loans serviced for others of $42 million, resulting in a total of $1.06 billion in assets under management, and currently operates 22 full -service offices in six southwestern Ohio counties.