Banking with a name attached to it, not a queue number.
Exuma Sound Private Client pairs a dedicated advisor with preferred rates across banking, lending, and investing — for clients who'd rather make one call than three.
One relationship, coordinated across everything you hold with us.
A named advisor
One person who knows your accounts, reachable directly, not a rotating call center.
Preferred pricing
Better rates on mortgages, lines of credit, and savings, layered on top of standard offers.
Coordinated investing
Your advisor works alongside Exuma Sound Wealth to keep banking and investing aligned.
Priority everything
A direct line for support and fraud monitoring that skips the general queue.
Questions people actually ask.
Private Client is generally available starting at $250,000 in combined deposits and investments with Exuma Sound.
There is no separate membership fee; value comes through preferred rates and dedicated service.
Yes, your Private Client advisor coordinates directly with Exuma Sound Wealth on any managed investments.
Request an introduction to a Private Client advisor.
A brief conversation determines if it's the right fit.
Request an introduction