Umpqua Bank, a subsidiary of Umpqua Holdings, has opened its first Santa Rosa, California, location.
Umpqua Bank said that its new multifunction location will provide Sonoma County residents and businesses with a comprehensive suite of its mortgage, commercial and personal banking services, as well as access to its full-service investment firm, Umpqua Investments.
Umpqua Investments, with newly hired financial advisers Jeff Crouch and Evan Hershey, will deliver a full suite of investment products and services, including municipal bonds, corporate equities and portfolio management. Umpqua Investments plans to add an additional financial adviser to its Santa Rosa team later this year.
Brad Copeland, senior executive vice president and chief operating officer for Umpqua Bank, said: “Our Santa Rosa location is uniquely positioned to help people take out a mortgage, get a small business loan, evaluate financial planning and investment options, deposit a paycheck and more, all in one stop.”