Southwest Missouri Bank | Personal & Business Banking, Mortgages, Auto Loans, & Investing Services in Joplin, Carthage, and Neosho
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Doug Crandall

Trust Officer Doug Crandall grew up in Southwest Missouri and provides his customers with the local, personal service that you expect from SMB. He is an attorney with nearly 30 years of legal experience.

Lora Phelps

Lora also grew up in Southwest Missouri. She specializes in creating estate plans to suit a client’s individual needs. Lora has over 9 years of experience as a Trust Officer and is a licensed attorney and a Certified Trust and Financial Advisor.

Richard Patterson

Richard Patterson, portfolio investment analyst, is a certified public accountant and registered financial securities advisor. He reviews trust accounts and makes investment recommendations designed to meet each account's particular investment objectives.

Alice Taft

Assistant Vice President and Assistant Trust Officer Alice Taft is a graduate of Joplin High School with over 10 years of legal experience. She is also a graduate of Cannon Trust School.

 



Trust Services is just another example of how SMB provides local, professional customer service excellence. Since 1979, Southwest Missouri Bank has prided itself in its service to our customers. And that level of service is perhaps most important when planning for your family’s future.

We are a full service trust department. Our goal is to professionally handle all of your trust needs, accurately, courteously, responsively and in partnership with you. Our services include total trust management, probate estate management, conservatorship management, investment management, estate and wealth transfer planning and managed estate bill paying.

We are a local bank and a local trust department. We live right here in your neighborhood and our decisions are made right here at home. We provide face-to-face customer service. If you have questions, simply call or come in for the answers. We also provide online access, so you can monitor your accounts at any time. Meet with us in person, on the phone, or online – the choice is yours!

Our trust professionals have over 100 years of combined legal, accounting, and trust administration experience to provide you with the very best in trust services. Just call for an appointment or stop by. We will meet with you at any of our locations to make your planning easier

CLICK HERE to meet our people.