Kevin Casteel, CFP® Trust Officer, Financial Planner

Kevin is a financial planner with The Commerce Trust Company. He is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Kevin develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. His areas of focus includes planning for financial independence, retirement, divorce, executive compensation, estate preservation, and business succession. Kevin joined Commerce Trust in 2015 after starting as a Commerce Bank Trainee/Credit Specialist in 2014. He previously worked at Edward Jones as a Financial Advisor Trainee. Kevin received his bachelor of science degree in business administration and finance from Southern Illinois University Edwardsville and has earned his CERTIFIED FINANCIAL PLANNER™ designation.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

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