BancWest Investment Services

Jody McNerney

Sr. Private Client Advisor

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About Jody

Jody McNerney serves as a Sr. Private Client Advisor with Bank of the West’s Wealth Management Group. She is responsible for providing wealth management strategies for the bank’s high net worth clients in the Metro Denver Market to include surrounding Mountain Communities.

Over the past 30 years in the financial services industry, Jody has built client relationships by employing a team-based approach to monitor, oversee and implement wealth strategies for high net worth clients.
Education
Jody holds her Series 7 and 66 investment licenses along with her Accident/Health, Life and Variable Insurance license. She earned her BS degree from Regis University with an emphasis in Finance and Business Administration.
Financial Services
  • Goals Based Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Estate and Succession Planning
  • Comprehensive Life Insurance Solutions
  • Banking Services
US 3779 Evergreen Parkway Evergreen, CO 80439
Investment Call Center
(888) 808-2947(888) 808-2947

Multiple Investment Options Provide Choice:

We offer you a model adapted to your degree of involvement in the management of your personal assets. You may choose to work with one or a blend of options depending on your needs.
Online Investing
Brokerage Solutions
Investment Advisory Solutions
Global Investment Management and Fiduciary Services
Online Investing
You want to do your own management
You wish to manage your assets yourself and are well-informed about the capital market. We will take care of all the administrative aspects of your portfolio (order execution, reports, etc.)
Brokerage Solutions
You want recommendations for your management
You would appreciate suggestions from our specialists regarding alternatives outside of managed money. We have a number of choices, including: Mutual funds, Annuities, Structured notes, Bonds, and CDs
Investment Advisory Solutions
You want management tailored to a specific strategy and desire:
Advice from our specialists about managed money solutions suited to your investing needs. We provide specific strategies such as growth or income, access to leading managers included names like BlackRock, Russell, and Vanguard, and low initial investments starting at $25,000.
Global Investment Management and Fiduciary Services
You want advice for your management and you want to benefit from:
Performance and risk management adapted to your investor profile. We provide customization, easier access to global diversification, responsiveness for seizing market opportunities, continual monitoring of your positions and fiduciary, trust, and estate services