Renasant Medical Private Client
Premium financial solutions and built for you as a medical professional.
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority.
DanielSims, Market President
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Daniel�
EXPERIENCE
Daniel has over 29 years of experience in the financial services industry, spending the last ten plus years in his current role as a Private Client Relationship Manager. In this role, Daniel works with professionals and principals of privately held business to tailor financial programs to meet their individual financial needs. Daniel primarily works in the Birmingham Metro area, but has clients around the southeast.
Daniel and his wife Stephanie have a son and a daughter, both of whom are enrolled at Auburn University. A resident of Homewood, Daniel is a member of Trinity United Methodist Church. He is involved as a board member of The Exceptional Foundation and as a board member of the Alabama Baseball Coaches Association. In his free time, he enjoys spending time with his family and being active outdoors.
EDUCATION
Daniel is a graduate of Birmingham Southern College and the Graduate School of Banking at Louisiana State University
BrandySmith, Managing Director, SVP
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Brandy�
EDUCATION
University of Alabama at Huntsville (UAH)
EXPERIENCE
Over 13 years of experience in the banking and finance industry.
BrendaHellums, Managing Director, VP
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Brenda�
Experience
Brenda Hellums, serves as Private Banker for Auburn, Opelika, Montgomery and Valley. She has over 40 years in the financial industry. Brenda’s professional background allows her to effectively meet the financial, health and social needs of her clients to include a high standard client service. Brenda has a unique set of skills that she uses when working with her clients. Her experience includes bank account management, retail lending, retail operations, payroll processing, commercial lending and human resources.
Brenda resides in the Opelika / Auburn area and has served in many local organizations including: First United Methodist Church Respite Ministry, Board Member; Kiwanis Club of Montgomery; Leadership Montgomery, Chairman of the Board; Montgomery Area Chamber of Commerce, Member of Women in Business Taskforce, and the Montgomery Area Council on Aging, Past Development Committee Member.
Brenda’s professional affiliations include: Montgomery Estate Planning Council, Past Council Administrator; Alabama Council of Association Executives, Past Member, and the Montgomery Museum of Fine Arts, Past Board and Finance Committee.
CassaundraBurks, Senior Managing Director
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Cassaundra�
Experience
Working in the financial services industry for over 15 years. Cassaundra came to banking with a background in medical sales, public health, and community engagement. She is focused on supporting her clients with her commitment to the theory of “continual improvement” and intentionality.
Cassaundra is married to her childhood sweetheart and has four sons. She currently serves in her community as a board member for the Alabama Contemporary Arts Center and Mobile County Department of Human Resources. Additionally, she has been asked to be the official count designee for the city of Mobile for the United States Census 2020.
Education
Florida A&M University, B.S. in Business Administration
KimMcIntosh, Managing Director, VP
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Kim�
EXPERIENCE
Over 16 years in the banking and financial services industry.
EDUCATION
Northwest Florida State College, AAS Customer Relationship Management
Florida Banking School Graduate, University of Florida
BrettBarrow, Pensacola Market President
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Brett�
EXPERIENCE
Brett serves as Market President and leads a team of banking professionals that serve individuals & businesses in the greater Pensacola area. He is a second generation banker who has been in the financial industry for more than 30 years.
He is currently a member of Baptist Healthcare’s Finance & Audit Committee; Baptist Healthcare Foundation’s Board of Directors; The Rotary Club of Pensacola and Rebellaires. He is the Past President of University of West Florida’s National Alumni Association and recently completed a term as member of UWF Foundation’s Board of Directors.
EDUCATION
University of West Florida – Bachelor of Science, Management
Vanderbilt University Owen Graduate School of Management – Client Advisor Program
CrystalBerkley, Managing Director, VP
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Crystal�
EXPERIENCE
Crystal Berkley has joined Private Client as Vice President for the greater Pensacola market. Crystal is a seasoned professional with over 25 years in the financial services industry holding several leadership roles throughout her tenure. Crystal’s approach to building and developing relationships combined with her years of experience allows her to provide impactful solutions and deliver world class service to her clients.
EDUCATION
University of West Florida - Bachelor of Science, Accounting
DebbieThatch, Senior Managing Director, SMD
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Debbie�
EXPERIENCE
Debbie Thatch serves as the Senior Managing Director for the Private Client Team in the Metro Atlanta and North Georgia Markets. Debbie has extensive experience in Private Banking, Wealth Management, and Commercial Banking which enables her to improve the financial health of her clients and guidance to her team.
EDUCATION
She graduated from Northern Illinois University and earned her Master of Business Administration degree from Northwestern University.
NicolleLandress, Managing Director
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Nicolle�
EXPERIENCE
Nicolle Landress serves as a Managing Director on the Private Client team in Metro Atlanta and North Georgia Markets. Nicolle is a seasoned Private Banker who is dedicated to providing invaluable advice to her clients.
EDUCATION
Nicolle received her Bachelor of Arts degree from The University of Mississippi.
FranFriedrich, Managing Director
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Fran�
EXPERIENCE
Fran Friedrich serves as a Managing Director on the Private Client team in Metro Atlanta and North Georgia Markets. Fran is a seasoned Private Banker who is dedicated to providing invaluable advice to her clients.
EDUCATION
Fran received her degree from the University of Georgia, Terry College of Business
FredAndrew, Managing Director
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Fred�
EXPERIENCE
Fred Andrew serves as a Managing Director on the Private Client team in Metro Atlanta and North Georgia Markets. Fred is a seasoned Private Banker who is dedicated to providing invaluable service and advice to his clients.
EDUCATION
Fred received his degree in Finance from Southern Illinois University
GregBurks, Senior Managing Director, FVP
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Greg�
EXPERIENCE
Over 12 years of experience in the banking and finance industry.
EDUCATION
University of Mississippi, B.B.A.
GabeGodbold, Market President
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Gabe�
EXPERIENCE
Over 15 years of experience in the banking and finance industry.
EDUCATION
University of Southern Mississippi, B.S. in Business Administration
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Hank�
EXPERIENCE
Over 8 years of banking experience, exclusively with Renasant Bank.
EDUCATION
University of Mississippi, B.A.
WillRobbins, Senior Managing Director, FVP
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Will�
EXPERIENCE
Over 7 years in banking industry, exclusively with Renasant Bank.
EDUCATION
Mississippi State University, B.B.A. in Finance
Mississippi State University, M.B.A. (Orin H. Swayze Scholar)
Mississippi School of Banking, Graduate
RickyOrr, Managing Director, VP
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Ricky�
EXPERIENCE
Over 13 years of experience in the Banking and Finance Industry, 7 of those years being exclusive to Private Banking
EDUCATION
University of Mississippi, B.B.A. Managerial Finance
AnnaPilkinton, Managing Director
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Anna�
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Jesse�
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Jennifer�
DianeLeBlanc, Senior Managing Director, SVP
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Diane�
EXPERIENCE
Over 29 years of experience in the banking and finance industry, with 20 of those years at Renasant Bank.
EDUCATION
Middle Tennessee University, B.B.A.
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. Bard�
JohnBennett, Managing Director, President
Our team of dedicated bankers is committed to delivering premium financial services that align with your unique needs and aspirations as a medical professional. We're experts in our industry, and your financial health is our top priority. John�
Discover a curated selection of premium deposit and treasury management products meticulously
crafted to meet the distinct needs of our private clients. From high-yield savings accounts to
advanced treasury management tools, our suite of offerings is designed to optimize your
financial efficiency and elevate your banking experience to new heights.
Elevate your financial strategy with premium deposit and treasury solutions.
Enjoy elevated limits on mobile deposits directly from your Renasant Bank mobile banking app any
time, any day.
To qualify for Renasant Bank medical loan and deposit products, you must be a licensed medical professional, specifically MD, DO, DDS, or DMD. Subject to product qualifications and credit approval.