Client Opportunity

Affluent

>$1MM

Households in FBF Footprint

600 K

FBF’s % of Investment Assets

% Households with FBF Product/Relationship

Client Wallet Distribution

2%

9% Bank products

91% Investment products

25%

Brokerage and Wealth Management

Investment-Oriented

$100 K-$1 MM

Households in FBF Footprint

6 MM

Client Wallet Distribution

21% Bank products

79% Investment products

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