Jason H. Waters, Senior Vice President and Managing Director of IBERIA Wealth Advisors, will lead the team of two primary managers, Jimmy D. Crocker and Kevin P. Reed. The team’s focus will be to build the Company’s trust and asset management business.
Waters recently served as Senior Portfolio Manager for Regions Bank (formerly AmSouth Bank) in Birmingham, Alabama, where he managed the largest asset management investment portfolio for the corporation. He has over 17 years of experience in the financial services industry, and has served on the asset allocation, investment strategy and mutual fund due diligence committees of Regions Bank as well.
Waters earned his Bachelor of Science in Business Administration from Auburn University, and a Master of Business Administration with a concentration in Finance from Southern Methodist University. He attained a Charted Financial Analyst designation (CFA), is a member of CFA Society of Alabama, and maintains a Series 65 license.
Crocker, who will serve as Senior Vice President and Director of Trust, comes to IBERIABANK with over 17 years in the financial services industry, according to the announcement. Recently Vice President and Trust Advisor for Regions Bank, he has acted as Trust Administrator managing large asset portfolios, and served as a Private Banker Group Vice President and Regional Banking Manager throughout his career.
Crocker earned a Master of Science in Financial Planning from the University of Alabama and also a Juris Doctor from Birmingham School of Law. He earned his Bachelor of Business Administration from the University of Mississippi. Crocker has taught Wills and Trust for the last seven years at Birmingham School of Law, and was named Professor of the Year three times by the graduating 3rd year class.
Reed comes to IBERIABANK as Senior Vice President and Director of Wealth Management, and has 25 years of experience in the fields of asset management, trust administration and client development. He spent the last 12 years at Whitney National Bank where he served as Division Executive for Trust, Asset Management and Brokerage. Prior to Whitney, Reed was with First National Bank of Commerce in the Trust and Investment Management Division.
Reed earned a BS in Business Administration from the University of New Orleans.
For more information, visit http://www.iberiabank.com.