About Us

 Who We Are

Why does Yadkin Bank offer investment services? We believe that for many individuals and small business owners, investments represent one of a number of pieces that, together, form a complete financial picture. Yadkin Wealth, a wholly owned subsidiary of Yadkin Bank, was created to provide our clients a world of investment and insurance services offered through conveniently located offices throughout our branch network. In addition, we have partnered with a premier leader in the financial services industry, Securities America, to provide us with the most advanced technology and value-added broker-dealer services available to any financial institution.

As a full-service financial firm, we offer business owners and individuals “needs-based” Investment and Insurance strategies to help them pursue their financial goals.  An investment and/or insurance strategy designed to help you meet your needs may include: 

  • Mutual Funds
  • Fixed, Variable and Income Annuities
  • Professionally Managed Accounts
  • Bonds (Corporate, Government/Agency)
  • Municipal Bonds
  • Life & Long Term Care (LTC) Insurance
  • Cash Value Life Insurance
  • Profit Sharing Plans (401Ks, SEP IRAs, SIMPLE IRAs, etc)
  • College Savings Plans (529’s)
  • Tax Free and Tax Sensitive Investments
  • Real Estate Investment Trusts (REITs)
  • Unit Investment Trusts (UITs)
  • Collateralized Securities
  • Stocks
  • Government Agency Securities

We have relationships with a variety of financial services and insurance companies, so if we don’t directly offer a particular product or service, one of our partners does.

  

What Sets Us Apart

We pride ourselves on our ability to provide clear, easily understood explanations of financial products and services. As “independent” Investment Representatives, we offer advice that is unbiased and based entirely on your needs, goals and unique financial situation. Each of us has extensive personal and professional experience, and many of us hold various professional designations. As such, we are qualified and licensed to sell a variety of investment and insurance products. We also work hard to develop long-term relationships with all our clients and are committed to giving you the help and guidance you need to manage your finances as you work toward transforming your dreams into reality.

 

How to Get Started

Make us part of your investment strategy.  For a complimentary, one hour financial consultation, contact your nearest branch or one of our Main Street Investment Services offices, and we’ll arrange a no-obligation appointment with one of our licensed Financial Advisors. Or, if you’d like more information or have a specific question, click on “Contact Us,” and complete the Information Request form.

Contact Us  Locations

 

Securities are offered by Securities America, Inc., Member FINRA/SIPC, Advisory services by Securities America Advisors, Inc. The Securities America companies are independent of any financial institution. Yadkin Wealth, Inc., a wholly owned subsidiary of Yadkin Bank, is not a registered broker dealer and not affiliated with the Securities America companies.

The products offered by Securities America (a) are not insured by the FDIC or any other federal or state deposit guarantee fund, (b) are not deposits or otherwise obligations of Yadkin Bank, are not guaranteed by the Bank, and (c) are subject to investment risks including loss of principal invested.

 

Securities and Insurance Products and Services

Are Not FDIC or any other Government
Agency Insured

Are Not Guaranteed by the Bank or
Its Affiliates

May Lose Value

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