Casey Seitz, SVP, Wealth Advisor, and Michelle Beza, AVP, Private Banker
What is your role in the financial services industry?
At Broadway Bank, our local Wealth and Private Bank team is dedicated to simplifying our clients’ financial lives and ensuring seamless banking, investing, and legacy planning. Our approach is uniquely personalized, as we strive to understand our clients’ definitions of success and the milestones that matter most to them. We work with best-in-industry experts to craft customized strategies, explore various lending options to achieve personal and business goals, and strategically access liquidity to capitalize on opportunities.
Given today’s financial climate, what are the top two pieces of advice you would give your clients?
Maintaining a long-term perspective and building a resilient financial foundation are crucial in today’s financial climate. First, focusing on the long term can help you navigate market fluctuations and economic uncertainty, ensuring your investments and financial strategies align with your goals. Second, building a resilient financial foundation involves leveraging a team focused on your best interests using a holistic approach. We help our clients confidently weather uncertainty and seize opportunities with clarity and peace of mind.
What would you say to women considering a career in the financial services industry?
The financial services industry offers a rewarding path to make a meaningful impact on people’s lives. To women considering this field, embrace your passion, be inquisitive, and lean toward collaboration. This industry is rooted in empathy, innovation, and diverse perspectives, which women are uniquely positioned to deliver. Choosing this path allows you to make a profound mark on your clients’ lives, challenge yourself meaningfully, and create a rewarding career that grows alongside you.
Broadway Bank
1177 NE Loop 410, San Antonio, TX
Casey Seitz, SVP (210) 283-6532 | Michelle Beza, AVP (210) 283-5672 | broadway.bank
