Commerce Trust  is a division of Commerce Bank, providing specialized wealth management products and services to individuals, families, and institutional clients in wealth planning, investment management, private banking, and trust services. With over 100 years of wealth management experience, world-class capabilities, and unparalleled service, Commerce Trust has earned a reputation as one of the premier investment companies in the United States.

Commerce Trust offers the products and services of a large national organization and possesses world-class resources located in-house, while still maintaining a service model of a boutique investment advisor. Commerce Trust is ideal for individuals, families, and institutions looking for comprehensive wealth management services, as well as a strong relationship with their trusted financial advisors.

Commerce Trust

John K Handy

Thomas Durfee

Jeffrey Jacoby

Paul Zietlow

David Hagee

The Financial Planning and Analysis Team at Commerce Trust is responsible for developing and overseeing comprehensive financial strategies and assessments, leveraging data analytics to optimize investment decisions, and conducting in-depth market and equity research. This team ensures that wealth management services are strategically aligned with clients' long-term financial goals, providing robust financial plans and investment recommendations while monitoring performance and market trends to drive informed decision-making and trust in client relationships.

Financial Planning and Analysis Team

Private Banking Team

Leadership Team

Client Management and Business Development Team

Financial Planning and Analysis Team

About

Team members

Other teams at Commerce Trust

Private Banking Team

Leadership Team

Client Management and Business Development Team