Site Notice:

Our offices will be closed on Monday, May 27, 2024 in observance of Memorial Day. 

Close

Online Banking

Log In

Error, press "Log In" to continue.

Log In

Error, press "Log In" to continue.

Wealth & Legacy Planning

Access Your Account

Building wealth for a lasting legacy.

Rio Bank Wealth Management and Trust is here to help construct a plan for your investment success and then walk alongside you to ensure the plan is carried out.

Investment Management

Our team of professional portfolio managers will work with you to build a customized portfolio suited to your specific needs.

Learn More

Retirement Services

Let us meet both your long-term retirement needs and financial legacy planning goals.

Learn More

Trust Administration

Our experienced team is capable of managing a variety of revocable and irrevocable trusts.

Learn More

Estate Administration

Gain peace of mind knowing we have experienced professionals to administer your estate in
a neutral and unbiased manner.

Learn More

Specialty Asset Management and Fiduciary Services

Confidentiality and discretion by our experienced team keeps your accounts safe.

Learn More

Take the Fear Out of Investing

Determine Your Risk Tolerance

Everyone has a different tolerance for risk. Determining how fast you’re comfortable traveling on your investment journey is the first step in helping our financial professionals develop an investment strategy that’s perfect for you.

WHAT'S YOUR RISK NUMBER?
Trust-Market-Review

Matter of Trust & Market Review

Read more about how the market is reacting to changes in our quarterly market review and articles.

1ST QUARTER 2024 - QUARTERLY MARKET REVIEW

1st QUARTER 2024 - QUARTERLY TOPIC

2023 ANNUAL MARKET REVIEW

4TH QUARTER 2023 - QUARTERLY MARKET REVIEW

4TH QUARTER 2023 - QUARTERLY TOPIC

3RD QUARTER 2023 - QUARTERLY MARKET REVIEW

3RD QUARTER 2023 - QUARTERLY TOPIC

2nd Quarter 2023 - Quarterly Market Review

2nd Quarter 2023 - Quarterly Topic

1ST QUARTER 2023 - QUARTERLY MARKET REVIEW

1ST  Quarterly 2023 - qUARTERLY Topic 

Our Wealth Management and Trust Team

Profile Tim Sers

Timothy A. Sers, J.D.

Executive Vice President / Director of Trust Services

Email Us

Profile Cecilia Johnson

Cecilia A. Johnson

Vice President / Trust Officer

Email Us

Luis Hernandez

Luis Hernandez

Vice President / Trust Investment Officer

Email US

Profile Irma Murray

Irma Murray

Vice President / Trust Officer

Email US

Kenneth Matty

Kenneth Matty - Walters

Trust Administrative Assistant

Email US

Let us know how we can help

WARNING: This email is not encrypted, please do not include any personal information or passwords. An email is NOT a secure means of communication and should NOT be used to convey your social security number, date of birth or account number.

PRIVACY STATEMENT: Any information that you provide us about yourself through this website will be used solely for the purpose for which it is provided and will not be given to any non-affiliated third party except as is necessary to accommodate your request, or as may be required by law or legal process.

Contact Form

Notice: Wealth Management & Trust Division Investments include non-deposit investment products which are:

Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Deposit
Not Insured by Any Federal Government Agency

 

Internet Explorer 11 is outdated. For improved security and optimized performance we highly recommend upgrading your browser. ChromeFirefoxEdge

Back to Top

Expand toolbar