Kevin Doak

Kevin is a Certified Financial Planner™ Professional (CFP®), a Certified Trust and Financial Advisor (CTFA) and a Certified Retirement Services Professional (CRSP). He is also a graduate of the Cannon Financial Institute’s Trust and Retirement Plan Services Schools and the American Bankers Association National Graduate Trust School. He earned a B.S. degree in management from SIUE.

I have been in the financial services industry for over 25 years helping investors of all ages and backgrounds accumulate wealth, grow their wealth, and then protect their wealth as they continue into retirement. TheBANK has afforded me a wonderful outlet to pursue what I enjoy doing – all within my hometown community. I derive much enjoyment from meeting new people and helping them realize their financial goals.

In our field, personal integrity and honesty is very important. Working for TheBANK, the most well-respected financial institution in the region, indicates to clients and prospects that I am trustworthy, honest, and will do what is in their best interest each and every time. I define personal success as working in a field that I enjoy, at an institution that I admire and being able to raise my family and instill in them the strong sense of community service that TheBANK encourages.

Success for my clients includes the ability to grow and protect their assets throughout their retirement while knowing that they always have a partner who will do what’s right for them – every single time.

I have been in the business long enough to have seen many market cycles and I know how to react and counsel clients through the rough times as well as the good. By showing a personal interest in my clients, I instill confidence – they know that I will respond to their needs as efficiently and as timely as possible. I find it very rewarding when my clients introduce me to their family members so that I can show them that their loved ones are being well taken care of.

  • Kevin Doak
  • Vice President,
  • Wealth Management / Trust
  • 618-659-6406