Our Business Model
At Planto Roe Financial Services we provide customized solutions to assist individuals and business owners in reaching their financial goals. We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance and investment needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

Community Bank Program
In addition to assisting our existing clients we work with local community banks to offer our financial services, investment products and expertise to their valued customers. By working in collaboration with Planto Roe, a financial institution, we help fulfill your customers’ need for financial services – a one-stop shop. This exceptional service will separate your bank from your competitors. It is the goal of Planto Roe Financial Services to be recognized as the local bank’s securities, investment and insurance expert that goes the extra mile to enhance your reputation and help you expand your sources of revenue.

Critical to the success of the bank program is ensuring the bank advisor chosen for your bank is truly committed to working with the bank’s team. To support the goal of matching the advisor to the bank, the bank will be invited to participate in the recruiting process and in making the final decision of which advisor to place in their branch location. A successful program is dependent upon the advisor being able to work well with the bank family. Whether it be a teller, mortgage officer, bank president, or receptionist everyone must work with the advisor to attain the investment goals of the customer.

Potential Community Bank Partners
The Planto Roe Community Bank program is building our business around helping community financial institutions, of all sizes, meet a wide range of goals. Based on your customer’s needs and growth objectives, we work with them to implement customized solutions that draw on our expertise in onsite investment and insurance program management. We will also develop any training and marketing material.

In partnering with community financial institutions, we have observed five key themes that are important to all community bank leaders:

• Continued excellence in community relationships
• Increase in non deposit revenue
• Providing consistent and secure services for customers
• Increase in customer loyalty and retention
• Ability to compete with large banks and their product offerings

We have developed strategies to help our program partners succeed in these areas and others. More importantly we work with Community Bank leadership to develop customized goals and objectives to meet your needs. We can quickly respond to your short and long term objectives. Together we will focus on creating value for your customers and delivering the exceptional service we’re known for among our clients.

Whether you have an existing financial services program in place or want to learn more, we want to visit with you. Please call or email today:

Planto Roe Community Bank Financial Services
Danny Prostrollo
Managing Director Planto Roe Community Bank Financial Services
19230 Stonehue, Suite 4200
San Antonio, TX 78258

Office: (210) 477-7140
Fax: (210) 477-7276
danny.prostrollo@plantoroe.com

Bank Advisor Support
Planto Roe strives to do one thing and do it well: build and advocate advantageous onsite financial services programs by providing unparalleled training and support to our financial professionals. We excel at helping our financial professionals learn their craft so they can advocate for their clients to achieve their financial dream in conjunction with your bank professional’s efforts.

In Bank Location Financial Professionals
If you have a passion for financial services, developing solutions, and being part of a successful and dynamic team we’d like to hear from you.

Planto Roe Community Bank Financial Services is constantly looking for the right people. The “right people” are persons who possess:
1. A strong desire to help people, solve problems, and implement solutions
2. The desire to be a strong team player with an entrepreneurial spirit
3. A nature and drive to be successful and promote that same success with the entire bank staff
4. Experience in financial services, including insurance and investments, with some background in employee benefits, estate planning and business planning
5. The integrity to be extremely honest and ethical with an overwhelming desire to work towards the best interest of the client
6. An ability to identify areas of opportunity for your bank partners, for the client and for your financial services business

What is not needed:
1. Preexisting book of business
2. Preexisting list of prospects to cold call

For more information, contact Stacy Olds at (210) 477-7169. An Equal Opportunity Employer