The Marion Investment Center offers access to a full range of brokerage and financial planning services as well as a wide variety of insurance and investment products through our broker/dealer, UVEST Financial Services.  The Investment Center office is located in the lobby of the Tower Square facility.  The office is staffed by Lisa Emling and Karla McKinnies.  Lisa is a licensed Financial Advisor with over 16 years of experience in helping individuals and small businesses with their investment and insurance needs.  Lisa specializes in Retirement and Estate planning needs.  Sales Assistant Karla McKinnies is the newest addition to the Investment Center staff.   Karla is experienced in handling the customer service needs of our clients and the administrative functions of the office.

The Marion Investment Center has available a long list of investment
opportunities from which to choose, including:

For further information, or to schedule a complimentary consultation with
Lisa Emling to discuss your financial future, please contact the Marion
Investment Center at (618)997-4231.

Securities and insurance products are offered by UVEST Financial Services, member NASD / SIPC and its affiliates. UVEST and Bank of Marion are independent entities. .

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