Microsoft Word - WaterStone Bank Launches WaterStone Investment Services.doc

WATERSTONE BANK
11200 W. PLANK CT. WAUWATOSA, WI 53226

FOR IMMEDIATE RELEASE

Contact: Heather Sullivan
Community Relations Coordinator
414.459.4183 heathersullivan@wsbonline.com

WATERSTONE BANK ADDS INVESTMENT SERVICES Investment Advisor Bill Taylor Joins Bank Staff Wauwatosa, Wis. - 3/20/2015 -WaterStone Bank is pleased to announce the addition of investment services to their full suite of existing banking services. With the addition of the new division, the Bank has added qualified investment professional Bill Taylor to the WaterStone team.

The new WaterStone Investment Services (WIS) will be a division of the Bank dedicated to helping customers manage their investment dollars, with a focus on understanding their investment risk tolerance and long‐term goals. Products and services available and offered through LPL Financial will include advisory services, stocks, bonds, mutual funds, annuities, life insurance, financial planning and other non‐FDIC insured financial solutions.
"WSB is always looking to improve the experience of our customers in ways that benefit both the customers and the Bank," said Doug Gordon, President and Chief Executive Officer of WaterStone Bank. "This is an exciting opportunity for us to be able to offer a more robust financial suite of products and strengthen the relationships with our customers."

WaterStone hires financial advisor Bill Taylor

The Bank has hired experienced investment advisor Bill Taylor as its first financial advisor. Taylor has worked in the financial services industry as a financial advisor for nearly a decade. He began his investment career with Wells Fargo Advantage Funds, later working for an Independent Advisor team in Brookfield and for the investment Center at FirstMerit Bank.
"My goal with each client is to use a consultative approach to develop a complete understanding of their goals and to help them accumulate and manage their assets," Taylor said. "I do this by using a broad spectrum of strategies and products, which ultimately helps contribute to a more confidant retirement and financial well‐being."
Taylor is registered with LPL Financial (Series 7, 63 and 65) and is

Bill Taylor

licensed to sell life, accident and health insurance in Wisconsin. While at Wells Fargo Advantage
Funds, he achieved $100 Million in invested assets.

About WaterStone Bank

WaterStone Bank, established in 1921, offers a full suite of personal and business banking products. The community bank has branches in Wauwatosa, Brookfield, Franklin/Hales Corners, Germantown/Menomonee Falls, Oak Creek, Oconomowoc/Lake Country, Pewaukee, Waukesha/Brookfield and West Allis, Wisconsin along with a commercial lending branch in Minneapolis, Minnesota. WaterStone Bank is the parent company to Waterstone Mortgage, which offers mortgage banking offices in 16 states. For more information about WaterStone Bank, go to wsbonline.com. Follow WaterStone Bank on Facebook, Twitter, LinkedIn, YouTubeand Google+.
Bill Taylor offers securities and advisory services through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured WaterStone Bank deposits and are not FDIC insured. These products are not obligations of WaterStone Bank and are not endorsed, recommended or guaranteed by WaterStone Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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