Wealth Management

Investment Services

Photo of Investment Manager

Investment Management

 

Asset Management for all types of accounts can be directed by The Commercial & Savings Bank Trust Department.

  • Individual Trustees 
  • Agency Accounts 
  • Retirement Plans 
  • Corporate Accounts 
  • IRAs 
  • Non-profit agencies
  • Foundations


How to Choose the Right Investment Manager

Choosing the right investment advisor can have a major impact on your life. The right advisor can help you reach your financial goals and give you the piece of mind that comes with having a prudent investment plan. Here are a couple of things to consider when choosing an investment advisor.

 

The People

You want to choose an advisor who is knowledgeable, experienced, and accessible. Examine the advisor’s experience and credentials. You need to be comfortable you are getting prudent investment advice. Moreover, your advisor should be willing to meet with you in person and spend time getting to know you and your situation. If your advisor does not take the time to get to know you and your financial needs, how can they tailor an investment plan just for you? 


The Price

There are many different ways that advisors are compensated. Make sure you are comfortable with the way your advisor is compensated. There are transaction based and fee based compensation structures. There are good advisors in both categories and the one that is best for you may be different from another person. Make sure your advisor is clear and open about how they are compensated so you can make an informed choice.


The Plan

Is it too good to be true? Stay away from advisors who make claims that are too good to be true. Not even Warren Buffet can beat the market all the time. Performance is important, but it is better to focus on your investment goals, time horizon, and risk tolerance. Your advisor should concentrate on developing a prudent and diversified investment plan that is in-line with your goals and risk tolerance.

  

Speak to a local expert for a free consultation.

Let CSB help you.


 

Photo of Kevin McCallisterKEVIN McALLISTER

Vice President | Director of Wealth Management

330.674.2397 | kevin.mcallister@csb1.com

Primarily serving customers in Holmes and Wayne counties


Prior to joining CSB in 2007, Kevin worked as an attorney in a private practice with a local law firm focusing on estate planning and business law. He graduated from the College of Wooster with a Degree in Psychology and earned a Juris Doctorate from The Ohio State University Moritz College of Law.

Kevin is a member of Wooster Noon Lions, on the Board of the Viola Startzman Clinic, and a Member of the Wayne County Bar Association and Ohio Bar Association.

 

 

 

Image of Marie Hull-Green

MARIE HULL-GREEN

Vice President | Retirement Benefits Plan Services

330.415.0829 | marie.hull-green@csb1.com

Primarily serving customers in Stark, Tuscarawas, & Holmes counties
 

Marie brings over 30 years of wealth advisory, personal trust, investment management, and employee benefit experience to her role in helping CSB customers. Marie earned a Bachelor of Arts Degree from Wilmington College and is a graduate of the Midwest Trust School and a Certified Wealth Advisor.


Marie serves as a member of the Trust & Estate Planning Committee for the Stark Community Foundation. She is also a board member of the Louisville Community Foundation and a member of the Louisville Women’s League.


 

Photo of Jason Myers


 

JASON MYERS

Vice President | Trust Officer

330.749.1510 | jason.myers@csb1.com

Primarily serving customers in Wayne County


Jason has more than 20 years of experience in the financial services industry. He obtained his Bachelors of Science in Economics and an MBA in Finance, both from The University of Akron.

Jason is the Board of Education President for the Cloverleaf Local Schools, and is also active in local Boy Scouts, coaches youth sports, and volunteers at his church.

 

 Jackie Hazel

 

 

 

 JACKIE HAZEL

 Vice President | Trust Operations Manager

330.674.2397 | jackie.hazel@csb1.com

 Jackie is a graduate of Cannon Financial Institute at Pepperdine University, Certified Securities Operations Professional (CSOP). She also attended Midwest Trust School.

Jackie has more than 45 years of Trust Operations experience managing the operations of several large and small trust departments in Holmes, Stark, Summit, and Wayne Counties.

 

*CSB Wealth Management, Trust, and or brokerage products and services are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.