Maria Stockton

Springfield Office Information

3333 S. National, Third Floor
Springfield, MO 65807

Phone: (417) 883-3838

Hours: 8:00 a.m. to 5:00 p.m.

Maria Stockton, CTFA, CISP

Vice President & Relationship Manager

Direct Phone


Email Address

Maria has more than a decade of experience in the financial industry in both bank retail and trust administration.

Maria’s passion for conversation and sharp listening skills allow her to identify client’s needs and objectives while finding solutions to make sure those needs are met. Her duties include acting in a fiduciary capacity on investment accounts, retirement accounts, and trust administration.

Education & Certifications

  • Certified Trust & Fiduciary Advisor (CTFA)
  • Certified IRA Services Professional (CISP)
  • Bachelor of Science, Drury University

Interests & Activities

Maria is active in the community as a member of the Greene County Estate Planning Council and serves on the Board of Directors for the Junior League of Springfield. Maria also supports United Way of the Ozarks by participating in its annual Day of Caring. She currently serves on the Breakfast of Hope committee for The Victim Center and has previously served on the Advisory Committee for the Council of Churches’ RSVP program.

In her spare time Maria enjoys reading, cooking and spending time with her family.

Our Springfield Team

Andrea McKinney

Andrea McKinney, MBA, CFP®

Vice President & Wealth Management Advisor

Andrew Tasset

Vice President - Marketing Manager
Debbie Abraham

Debbie Abraham

Trust Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive

Jamie Hickerson

Relationship Manager

Jason Smith, J.D.

Senior Vice President & Senior Relationship Manager

Jeni Wirth, AWMA®

Trust Administrator
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager

Jordan Ellis, CPFA™

Retirement Services Relationship Manager
Justin Setser

Justin Setser, CTFA, CFP®, MBA

Vice President & Portfolio Manager

Kaylan Harmon

Relationship Manager

Kristin Carter, CPA

Vice President & Tax Officer

Jason Flores, CFA, CAIA

Senior Vice President & Senior Portfolio Manager
Maria Stockton

Maria Stockton, CTFA, CISP

Vice President & Relationship Manager
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager
Matthew Suarez

Matthew Suarez, AIF®, CPFA™

Vice President & Portfolio Manager
Patty Johns

Patty Johns, CTFA

Vice President & Senior Relationship Manager
Peter Harris

Peter Harris, CFP®

Vice President & Portfolio Manager
Renee Gross

Renee Gross, CSRIC®

Vice President & Senior Portfolio Manager
Todd Hughes

Todd Hughes, J.D.

Vice President & Retirement Services Officer
Wayne Davis

Wayne Davis

Vice President & Relationship Manager