Dossier: Leah Schoenfeld, Senior Vice President

by | Feb 3, 2023 | The Dossier | 0 comments

Private Banker, Broadway Bank

broadway leah 2
  1. What sets you apart from other Private Bankers? I provide a high level of service while offering customized solutions for clients who have complex banking needs. I strive to build strong relationships, uncover needs and goals, and provide guidance along the way. I’m great at understanding my clients and how they want me to work for them. Clients love that I’m relatable, reachable, reliable—and that I always have a smile on my face. 
  1. What do you love most about your work?  I love getting the opportunity to work with and get to know so many different, successful people in the community. All my clients are individually unique and brilliant in their own fields of work and I love being able to help them navigate, preserve and build their wealth with the many tools and resources available at Broadway Bank. I also love partnering with different line of business experts to help provide a holistic approach to finding the right solutions for each client. 
  1. How do you define success in working with your clients?  Throughout my almost 17 years in the financial industry, I have been able to make numerous dreams come to fruition. I have helped countless individuals save and make money, and one of my favorite successes is providing a solution for a need someone didn’t even realize they had.  
  1. What inspired you to go into your field? I am passionate about financial literacy. I have spent countless hours researching and learning every way possible to save or make a dollar. I feel lucky to have been able to turn my passion into a career. Now I am able to expand my financial knowledge and help other people find solutions to navigate and build theirs.  

Leah Schoenfeld, Senior Vice President, Private Banker 

Broadway Bank 

13119 Huebner Road, San Antonio, TX 78230 

(210) 283-5322 

broadway.bank | Member FDIC

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *


The reCAPTCHA verification period has expired. Please reload the page.

SAW JULAUG 23 FC
Frost Investment Services

Frost Investment Services

We take a personal approach to investing. After all, it’s about your family, your goals, your lifestyle and your dreams. Together, we’ll work to take care of you and your family today and for generations to come. Who needs help with financial planning?  I believe...

Texas Financial Advisory

Texas Financial Advisory

Brooklynn Chandler Wiley, CEO and Founder What sets you apart from other financial planners?  In wealth management, an advisor has three career paths: 1) A Registered Rep (RR) with a Broker/Dealer, 2) An Investment Advisor Rep (IAR) with a Registered Investment...

Broadway Bank Wealth Management

Broadway Bank Wealth Management

Elizabeth Strait, SVP, Wealth Advisor / Trust Officer 1.  How do you measure success with your clients? Success with a client means we have a good rapport, and the client feels comfortable being open and honest about their financial goals. We surround our clients...

Pin It on Pinterest

Share This