Investment Banking


At UnionState investment banking, we understand that for our customers, investing is far more than a business with complex numbers, reports. We believe investing is incredibly personal because it is your money, your livelihood, and your future.

Our investment advisors strive to create long-lasting relationships with you. They are more than happy to schedule face-to-face meetings at locations most convenient to you, create a customized plan, change plans to fit your changing needs and keep you informed every step of the way. They give you the personal attention and service you deserve.

We consider ourselves to be a family bank that proudly serves the needs of the community. For more than one hundred years, we have prided ourselves on integrity, dependability, and personal connections with our customers. When you work with us, you get real people, in real-time, helping you with your very real financial needs. It’s that simple.

When you work with us, you’ll also enjoy the experience, knowledge, and integrity of our brokerage, SA Stone Wealth Management Inc. Formerly Sterne Agee Financial Services, Inc., (“SA Stone”), Inc. works together with its affiliated SEC-registered investment advisor, SA Stone Advisory Services Inc. to provide an integrated platform of technology, comprehensive wealth management, and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide. SA Stone supports more than 430 independent professionals with best-in-class service and products. SA Stone is a wholly-owned subsidiary of INTL FCStone Inc. (NASDAQ: INTL), which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world. For more information about INTL FCStone Inc., visit


UnionState Financial Advisor