Merrill Lynch Wealth Management

MidFirst Bank, founded in 1954 and now holding $39.5 billion in assets, is the largest privately owned bank in the United States. The institution has evolved from its origins as a mortgage company into a national banking entity committed to helping clients achieve their financial goals. With a variety of banking solutions, including personal and business accounts, loans, and wealth management services, MidFirst Bank offers innovative features such as Early Pay and an extensive ATM network. The bank emphasizes a tailored approach to banking, ensuring that customers receive the support they need to navigate their financial journeys. Generated from the website

Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services.The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreetTM. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.