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Wealth Management


Investment Services

Through Raymond James Financial Services, our licensed professionals offer a full array of investment services and products. Our financial advisors are available to consult with you to recommend an investment strategy designed to help meet your needs.

IRA Rollover
Please contact a member of our team to discuss all available options with your retirement plan.

Traditional Individual Retirement Account
Individual Retirement Accounts provide you with a potentially tax-deferred savings program designed to accumulate retirement income.

Roth Individual Retirement Account
Roth Individual Retirement Accounts may provide you with a tax-advantaged savings program designed to accumulate retirement income. 

Please note that Roth IRA owners must be 59 1/2 or older and have held the IRA for five years before tax-free withdrawals are permitted.

Self-Directed IRA
Self-Directed IRAs provide you with a tax-deferred savings plan that allows you to direct the way funds are invested.

An annuity is a contract between an insurance company and an individual. The annuity is a long-term, tax-deferred investment product.

Please note that a surrender charge may apply to early withdrawals from annuities.

Bills, Notes, Bonds and Stocks
The professionals at NewBridge Bank offer access to a variety of bills, notes, bonds, and stocks through Raymond James Financial Services Inc. that are designed to meet your individual needs.

Education Planning
When planning for your education or a child's, preparation is the key to help assure a smooth transition. With Custodial Accounts and 529 College Savings plans, our Raymond James financial advisors can help you prepare for the time class starts.

Self-Directed Qualified Retirement Plan for Small Businesses
Self-Directed Qualified Retirement Plans enable you to save for retirement while directing the way your funds are invested.

Simplified Employee Pension Plan
A Simplified Employee Pension Plan (SEPP) permits the self-employed or a business to make non-discriminatory contributions each year directly to an IRA or annuity that is established and maintained solely by each eligible employee.

For more information, or to speak with a Raymond James Financial Services, Inc. financial advisor, call 336-248-8400.

You may also contact Philip Grande, Branch Manager, NewBridge Bank Investment Services, by email at  

Raymond James Financial Services Privacy Notice


*Securities are: Not insured by bank insurance, FDIC or any governmental agency. Not guaranteed by NewBridge Bank. Subject to risk and may lose value. Not Deposits or obligations of the bank. NewBridge Bank and NewBridge Bank Investment Services are not registered broker-dealers, nor are they affiliated with Raymond James Financial Services.

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.