- The Private Bank
Private BankDeposit Solutions
Private Mortgage Solutions
Priceless home buying experience and special attention that comes standard.
Lending Solutions
Private Savings
Premium rates, flexibility and a dedicated Private Banker.
Private Mortgage Solutions
Priceless home buying experience and special attention that comes standard.
- Wealth Solutions
Wealth ManagementWealth Solutions
Wealth Management
Investment Management
Implement your investment strategy with a team who understands you.
Wealth Solutions
Investment Management
Implement your investment strategy with a team who understands you.
- The Private Bank
Private Mortgage Solutions
Priceless home buying experience and special attention that comes standard.
Private Savings
Premium rates, flexibility and a dedicated Private Banker.
Private Mortgage Solutions
Priceless home buying experience and special attention that comes standard.
- Wealth Solutions
Wealth Management
Investment Management
Implement your investment strategy with a team who understands you.
Wealth Solutions
Investment Management
Implement your investment strategy with a team who understands you.
Online Appointment Scheduler
Step One
Step Two
Step Three
You will receive a confirmation email that your appointment has been scheduled. You will be able to edit your reservation up to 24 hours in advance using the links in this email, so please keep a copy for future reference.
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. California Bank & Trust, a division of Zions Bancorporation, N.A. (“CB&T”), and CB&T Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name CB&T Wealth Advisors and may also be employees of CB&T. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CB&T or CB&T Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
CB&T provides referrals to financial professionals of LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.