Private Client Banking
Renasant Private Client Provides high net worth relationships access to enhanced client experience by offering competitive deposit and loan products, professional insight into the solutions right for the client’s financial goals, and a single point of access for all of their banking needs.
Private Client Banking
Renasant Private Client Provides high net worth relationships access to enhanced client experience by offering competitive deposit and loan products, professional insight into the solutions right for the client’s financial goals, and a single point of access for all of their banking needs.
Meet the Team
Cassaundra Burks
Private Banker
About 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
Lee Riley
Senior Vice President
About Lee…
EXPERIENCE
Over 21 years in the banking and financial services industry.
Daniel Sims
Market President
About 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
Brandy Smith
Senior Vice President
About Brandy …
EDUCATION
University of Alabama at Huntsville (UAH)
EXPERIENCE
Over 13 years of experience in the banking and finance industry.
Paige Ward
Private Banker, VP
About Paige…
EXPERIENCE
Over 22 years of banking and finance industry
Kim McIntosh
Business Banking Officer
Assistant Vice President
Kim McIntosh
Business Banking Officer
Assistant Vice President
About 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
Greg Burks
President Private Client Banking
About Greg…
EXPERIENCE
Over 12 years of experience in the banking and finance industry.
EDUCATION
University of Mississippi, B.B.A.
Gabe Godbold
Private Banker
About Gabe…
EXPERIENCE
Over 15 years of experience in the banking and finance industry.
EDUCATION
University of Southern Mississippi, B.S. in Business Administration
Hank Hutto
Vice President, Private Banking Advisor
About Hank…
EXPERIENCE
Over 8 years of banking experience, exclusively with Renasant Bank.
EDUCATION
University of Mississippi, B.A.
Will Robbins
Associate Managing Director
About 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
Diane LeBlanc
Senior Managing Director
About 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.
About Bard…
Adam Crigger
Vice President and Managing Director
About Adam…
EXPERIENCE
Adam Crigger has joined Private Client as Vice President and Managing Director for the Memphis market. Adam will be responsible for building and managing relationships with clients by providing insight and direct access for Private Client banking needs. He is also involved in his community through the Ronald McDonald House Charities of Memphis and MENistry.
EDUCATION
University of Memphis, B.A. in Sales and Marketing
University of Memphis, M.B.A.
Patrick Sala
Vice President and Managing Director
About Patrick…
EXPERIENCE
Patrick Sala has joined the Private Client team as Vice President and Managing Director. He will be responsible for building and managing relationships with clients by providing professional insight and direct access for all Private Client banking needs. Patrick brings several years of financial and managerial experience with him to this position. He is also a volunteer with the Boys and Girls Club and an active member of the Ole Miss Alumni Association.
EDUCATION
The University of Mississippi, B.B.A.
Private Client
Grow, manage and protect your wealth with Renasant Private Client Banking.
Medical Banking
See why we’re uniquely suited to manage the needs of successful medical professionals like you.
Private Banking
1 To qualify for Renasant Bank Private Client loan and deposit products, you must have: (i) joint adjusted gross income (AGI) of $350,000 or greater ; or (ii) joint investable assets of $500,000 or greater.
**Retirement accounts don’t count toward investable asset threshold until age 59½. Subject to product qualifications and credit approval.
2 Eligibility Requirements – Earn the highest interest rate and ATM refunds when you receive your monthly statement electronically and do the following during each qualification cycle**: (i) Have at least 10 Electronic Debit Transactions (including Debit Card and ACH Debit Transaction / Excluding ATM Transactions) post and clear per qualification cycle**; or (ii) Have at least one Direct Deposit post and clear per qualification cycle**. **Qualification cycle: This term means a period beginning three (3) business days prior to the beginning of your statement cycle and will end three (3) business days prior to the end of your statement cycle.
3 Android is a trademark of Google Inc. iPhone® and iPad® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.
4 Renasant Online Banking, eStatement, Mobile Banking, Mobile Deposit and Text Message Banking applications are available to all Renasant Bank consumer online banking customers. Bill Pay and Funds Transfer features of our suite of online products are available when there is sufficient available balance for the transfer or bill payment. Certain terms and conditions and exclusions apply.
5 Subject to product qualifications and credit approval.
Medical Banking
1 To qualify for Renasant Bank Medical loan and deposit products, you must be a licensed medical professional, specifically MD, DO, DDS, or DMD. **Retirement accounts don’t count toward investable asset threshold until age 59½. Subject to product qualifications and credit approval.
2 Eligibility Requirements – Earn the highest interest rate and ATM refunds when you receive your monthly statement electronically and do the following during each qualification cycle**: (i) Have at least 10 Electronic Debit Transactions (including Debit Card and ACH Debit Transaction / Excluding ATM Transactions) post and clear per qualification cycle**; or (ii) Have at least one Direct Deposit post and clear per qualification cycle**. **Qualification cycle: This term means a period beginning three (3) business days prior to the beginning of your statement cycle and will end three (3) business days prior to the end of your statement cycle.
3 Android is a trademark of Google Inc. iPhone® and iPad® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.
4 Renasant Online Banking, eStatement, Mobile Banking, Mobile Deposit and Text Message Banking applications are available to all Renasant Bank consumer online banking customers. Bill Pay and Funds Transfer features of our suite of online products are available when there is sufficient available balance for the transfer or bill payment. Certain terms and conditions and exclusions apply.
5 Subject to product qualifications and credit approval.
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