SPRINGFIELD BUSINESS JOURNAL 27 BOOK OF LISTS 2024 AREA'S LARGEST TRUST COMPANIES Rank Name Address Telephone • Website Email Assets Administered (Local) 2022 2021 Local Employees Officers Accounts in Southwest Missouri Average Account Size Services Offered Top Local Executive(s), Title(s) Holding Company Headquarters Year Founded Locally 1 (1) COMMERCE TRUST 1345 E Battlefield Road, Springfield 65804 417-837-5269 • CommerceTrustCompany.com chris.sweet@commercebank.com $2,356,000,000 $2,574,000,000 18 9 WND WND Investment management, financial advising, trust, private banking & employee benefits Chris Sweet, executive vice president/trust market manager Commerce Bancshares Inc St Louis 1967 2 (2) CENTRAL TRUST CO 3333 S National Ave, Springfield 65807 417-883-3838 • CentralTrust.net customer.service@centraltrust.net $1,600,000,000 $1,600,000,000 34 22 WND WND Financial & retirement planning, investment management, trust & estate, business & nonprofit Diane Homan, EVP/Springfield market executive & Jason Flores, chief investment officer The Central Trust Bank Jefferson City 1970 3 (3) SIMMONS BANK PRIVATE WEALTH 4625 S National Ave, Springfield 65810 417-890-7770 • SimmonsBank.com steven.kamienski@simmonsbank.com $1,227,000,000 $1,296,000,000 18 9 1,181 $1,038,950 Wealth management, trust and estate administration, financial planning, individual retirement accounts & employee benefits Steven Kamienski, senior VP/ market director & Christian Lewis, regional community president Simmons First National Corp Pine Bluff, AR 1998 4 (4) MISSOURI TRUST AND INVESTMENT CO 3100 S National Ave, Ste 200, Springfield 65807 417-450-4797 • MissouriTrustAndInvestment.com info@missouritrustcompany.com $282,040,307 $289,297,000 9 6 352 $800,000 Investment management, trust & estate administration, IRAs & retirement plans Tim Parrish, president Missouri Trust Shares Inc Springfield 2017 5 (5) UMB PRIVATE WEALTH MANAGEMENT 1150 E Battlefield Road, Springfield 65807 417-891-2100 • UMB.com $182,939,921 $223,104,859 2 1 142 $1,288,309 Investment management, brokerage, insurance, private banking, mortgages, asset loans David Compere, SVP UMB Financial Corp Kansas City 1913 As of June 19, 2023. Ranked by 2022 assets administered within a 50-mile radius of Springfield. Springfield Business Journal relies on the individual businesses to be truthful and accurate in their representation of the information listed. The previous year's rankings are in parentheses. To be considered for future lists, email lists@sbj.net. WND: Would not disclose. Researched by Karen Bliss Karen Bliss © Copyright 2024 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed. Finance Scan the QR code for a list of available opportunities. Citizens Memorial employees are making a difference in the lives of our patients and residents every day. Working at CMH is a rewarding career choice. You’ll have a sense of community with co-workers and work with leaders who really value you. Growth opportunities, safe patient ratios, career development and supportive life/work balance are a few benefits of working at CMH. APPLY TODAY citizensmemorial.com | Bolivar, MO We’re passionate about helping people. COMPETITIVE PAY & BENEFITS | GREAT WORK ENVIRONMENT Competitive wages | Safe patient/nurse ratios | Supportive leadership | Nurse residency program Student loan reimbursement | Full suite of insurance benefits available for family | No cost health insurance option for employee | Employee assistance program | Annual merit increases | Paid time off Company provided long-term disability plan | Company-paid term life insurance policy | Early pay access with on-demand PayActiv program | 403B retirement contributions and matched retirement savings plan | Employee health and wellness program | HEROES employee recognition Jordan Hembree, EMT-P, MHA Director of Pre-Hospital Services
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