Sherry Gonzalez, 1st Vice President, Private Banking
What types of clients benefit most from partnering with a Private Banker?
Clients who need specialized financial advice for personal and business matters, as well as guidance on complex financial structures. Suppose you prefer more than just basic banking and are looking for a comprehensive approach that includes customized lending and financial planning. In that case, private banking is ideal for individuals who require tailored solutions and want a dedicated professional to manage their needs.
Could you share specific examples of Private Banking services you offer?
I collaborate with a team of professionals to provide creative credit solutions while serving as a client’s single point of contact. This ensures our clients get the dedicated attention they need for their complex financial situations.
What unique qualities or expertise set you apart from other Private Bankers?
My unique ability to understand a client’s goals, family dynamics, and long-term vision sets me apart from other private bankers. I maintain regular, meaningful communication with my clients. Using a collaborative approach, I am able to work closely with other trusted experts, such as tax advisors, legal professionals, and estate planners, to create an integrated team. The personalized service, expertise, innovative thinking, and strong ethical values position me as not just a private banker but also a trusted partner who helps clients achieve financial peace of mind.
What aspects of your work bring you the most satisfaction?
The most satisfying part of my job is the deep personal connection I form with clients. Knowing that I help them create lasting legacies and secure their families’ future brings a sense of fulfillment. Seeing clients grow and thrive reinforces the value of my role as more than just a financial service provider; I am a trusted partner in their journey.
MidFirst Bank
2330 N. Loop 1604 W. #209 San Antonio, TX 78248
(210) 569-2286 | MidFirst.com
