Waterstone Bank adds investment services

By Freeman Staff

March 27, 2015

WAUWATOSA — Waterstone Bank announced Friday it will add investment services to its full suite of existing banking services. In addition, the bank hired Bill Taylor as its first financial advisor.

The new WaterStone Investment Services will be a division of the bank dedicated to helping customers manage their investment dollars, with a focus on understanding their investment risk tolerance and long-term goals, according to the announcement. Products and services available and offered through LPL Financial will include advisory services, stocks, bonds, mutual funds, annuities, life insurance, financial planning and other non‐FDIC insured financial solutions.

“WSB is always looking to improve the experience of our customers in ways that benefit both the customers and the bank,” said Doug Gordon, president and CEO of WaterStone Bank, in a statement. “This is an exciting opportunity for us to be able to offer a more robust financial suite of products and strengthen the relationships with our customers.”

Taylor has worked in the financial services industry as a financial advisor for nearly a decade. He began his investment career with Wells Fargo Advantage Funds, later working for an independent advisor team in Brookfield and for the investment Center at FirstMerit Bank.