ASB Wealth Management provides personalized wealth management, including a wide range of investment and insurance solutions. From 401(k) pension rollovers to education funding to long-term care management, our staff of professionals will give you the advice you need to make informed decisions about your investments.
We offer a free consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.
Call us today to schedule your free consultation: 217-487-7766 (Bob) or 217-632-2100 (Lindsy)
Our products include:
•Money Market Accounts
•Long-term Care Insurance
•Disability Income Insurance
Types of Accounts:
•Brokerage (commission-based or fee-based): We have the flexibility to help build and manage your portfolio in a manner you're comfortable with
•Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company
Some of the account titles available in a brokerage or mutual fund account are:
•Individual or Joint Accounts
•Traditional or Roth IRA
•529 College Savings Plan
Robert J. Owens
Bob is an employee of Athens State Bank and runs the ASB Wealth Management Division. He brings over twenty years of investment and insurance knowledge and is ready to assist you with your needs and concerns. Bob is a lifelong resident of Springfield. He is married and has two daughters. Bob graduated from Eastern Illinois University in 1992 with a degree in Economics. He is very active in his church and the community.
Some of his activities include Habitat for Humanity where he is past president. Also he is an active member of the American Business Club where he has served on the Board of Governors. He served as an Ambassador for the Greater Springfield Chamber of Commerce and is still an active member. He is a member of the Million Dollar Round Table, the premier association of insurance and financial professionals. Bob is also a member of the National Association of Insurance and Investment Advisors. He was a 2004 Forty under 40 Springfield Business Journal selectee. He was also a Prudential Annuities Master Council member. Bob is an Investment Advisor Representative and hold Series 7, 66 along with Life/Health licenses.
Whether you are looking to grow your assets, protect them, or have small business needs, Bob has the knowledge and experience to assist you. Please feel most welcome to contact Bob and arrange a meeting at any of the Athens State Bank locations.
Contact Bob today to schedule your free consultation:
Lindsy B. McAnally
Lindsy is an employee of Athens State Bank and part of the ASB Wealth Management Division. As a Financial Advisor, Lindsy is dedicated to helping clients make educated financial decisions. Lindsy is passionate about building long-term relationships with her clients through personal service and trust.
A graduate of Robert Morris University in Springfield, Illinois, Lindsy holds degrees in Paralegal Studies and Business Management. Lindsy has also earned the FINRA Series 7 and 66 licenses as well as state life and health insurance licenses.
Lindsy resides in Petersburg, Illinois with her husband, Lonnie, and their two children, Lauryn and Lane. Lindsy volunteers with youth sports programs such as flag football and girls softball. She also serves as the Softball Commissioner for the Petersburg Athletic Association and is an active member of the Menard County Jaycees.
Contact Lindsy today to schedule your free consultation:
Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC. Member FINRA/SIPC
•not insured by the FDIC
•not a deposit or other obligation of, or guaranteed by, the depository institution
•subject to investment risks, including possible loss of the principal amount invested.