Wealthcare Specialist - Serene
She’s our Wealthcare Specialist at our Downtown Branch.
What does a Wealthcare Specialist do? She helps you not only finance a car, she helps you find the perfect car for you. She gets your kids setup with a starter account and helps teach them sound money management. She doesn’t just sell you CD’s – she helps you structure a sound fixed income strategy for your retirement. She gets your credit score for you and shows you how to sustainably keep it higher. She’ll help you finance your wedding or help you figure out how to pay for your daughter’s wedding. She’s there for every stage of your financial journey.
The better question is: what doesn’t a Wealthcare Specialist do?
The one thing we know she isn’t – she isn’t a “banker”.