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Office Locations

Main Office
1309 West 15th Street
Plano, TX
Phone: 972-398-3472

West Plano Office
5400 Independence Parkway.
Plano, TX
Phone: 972-801-5718

Private Client Services

The representatives at Private Client Services offers personalized, all-encompassing service to those who have achieved a high net worth. Private Client Service members work directly with a dedicated private client manager who is never more than a phone call or e-mail away.

Benefits include:

  • Investment management*

  • Wealth transfer

  • Financial planning*

  • Free checking

  • Free designer checks

  • Preferred rates on CDs and loans
  • Premier Platinum Money Market Accounts
  • Increased ATM withdrawal limits

  • Free travelers cheques and official checks

  • Notary service

  • Free ATMs anywhere**

  • Free online bill pay

  • Discounts on safe deposit boxes


Qualifications:

Anyone with combined household deposits of $250,000 and an active ViewPoint Bank checking account qualifies for membership in the Private Client Services.

972-801-5831
www.viewpointbank.com

*Services offered through Raymond James Financial Services, Inc.
**NSF fee and off-site, non-ViewPoint Bank ATM charges still apply.

© 2009 Raymond James Financial Services, Inc.
Securites and Investment Advisory Services are offered through Raymond James Financial Services, Inc., member FINRA / SIPC, an independent broker / dealer, and are not insured by the FDIC, are not deposits or obligations of the bank, are not guaranteed by the bank, are subject to risk, including the possible loss of principal. Viewpoint Investment Group and Viewpoint Bank are independent of Raymond James Financial Services, Inc.

This site is published for residents of the United States only. Raymond James' financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Contact your local Raymond James office for information and availability.