Wells Fargo Bank

Our wealth management advisors in TIAA’s Coralville, IA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-2977.

Mount Vernon Bank and Trust Company is A Real Community Bank. Locally owned and managed, we have spent the last 126 years providing dependable financial services to generations of families in Mount Vernon-Lisbon area and the surrounding communities. We operate under the core values of community banking Local People, Local Decisions, Local Commitment, and Local Investment. Additionally, our bank, directors, officers, and staff are able to make decisions, large and small, in a quick fashion. We are committed to giving back to the community by offering time, talent, and resources to many worthy causes. These core values are why Mount Vernon Bank & Trust Company has remained a trusted financial institution for 126 years. We encourage you to stop in and talk to us ( the decision makers ) at anytime about your banking business.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.