Private Client Group | INSBANK®️

Private Client Group

Meet Our Advocates

Kristin Murguia

VP, Director of Client Experience

Briana Richardson

AVP, Private Client Advocate

Jane Orr

Private Client Advocate

Nicholas Channels

Private Client Officer

Say Goodbye to Feeling
Like a Number...

And hello to your own private banker.

Here, you're the MVC (Most Valuable Client). We're talking a customized line of banking products and client-centric solutions for our highly-valued clients — that means YOU.

You'll get the standard deposit and electronic banking services, coupled with competitive rates and relationship- based pricing accounts. Did we mention customized loan products? This is custom banking at its finest.

Did we mention perks?

Your own private banker is just the start. After all, our clients deserve the red carpet treatment. Get rewarded and treated to a higher level of service!

View Our Unique Perks
Schedule an Appointment

Open An Account That Gives Back

We believe in supporting a variety of needs in our local community, and maintain a desire to contribute when it's needed and where it's needed. In this same spirit, and to enhance the bank's existing corporate giving, we've established The INSBANK Philanthropic Fund.

This fund facilitates giving back through all the bank's stakeholders, including its customers, who can participate through The Philanthropy Account. We're proud to partner with the Community Foundation of Middle Tennessee to make this possible.

The Philanthropy Account offers the same convenience of a typical money market account, but with the added benefit of local organizations. This innovative account allows you to support the community, earn interest and the bank will make a contribution on your behalf.

Features of the account include:

  • Earns interest at a competitive rate that is paid monthly.
  • Contribution made on your behalf to the INSBANK Philanthropic Fund.
  • Feature two nonprofits, which rotate every six months.
  • Create awareness and volunteer opportunities.
More About The Philanthropic FundMore About The Philanthropy Account

We'll work with you to develop the perfect storm of banking solutions to fit your financial forecast.

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Personal Accounts

Let's get personal! We're talking personalized accounts that fit your life, not the other way around. Need multiple accounts, no problem... and that's just the start.

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Online & Mobile Banking

Easily track your accounts, pay bills, see statements, and more with the tap of your finger.

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Personal Loans

Financial situations happen fast. Because we're an independent bank with local decision makers, we'll respond quickly when you're ready for a personal loan, line of credit, or credit card.

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Mortgage Loans

Finworth Mortgage is a subsidiary of INSBANK, meaning our private client group has access to a dedicated team of mortgage lenders.

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NMLS# 184496

When you're ready to make the switch to a bank where genuine matters, we'll make the process seamless.

Let's Talk

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