Discover the Distinction of Private Banking at Jefferson Bank What type of clients benefit from having a Private Banker? We cater to diverse situations: family offices, complex businesses pursuing personalized services, or wealthy families seeking approachable advisors. We understand the unique requirements of multi-generational family businesses, women, ...
Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth | Victoria Martinez, CFP®, Financial Advisor How do you tailor your financial strategies to fit each client’s goals and lifestyle? Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our ...
Cindy Snyder, Vice President, Private Banking Gloria Connor, Vice President, Private Banking Regina Garza, Wealth Advisor, Wealth Management, (Not pictured) Maralessa Gonzales, Assistant Vice President, Private Banking How do you tailor your financial strategies to fit each client’s goals and lifestyle? Wealth management allows me to ...
Lisa Benton Financial Advisor CFP®, QPFC at Morgan Stanley What do you want women to know about taking control of their financial future? With the right guidance, every woman has the potential to shape her financial future. My role is to provide clarity, guidance, and a holistic ...
Chelcee Porter, PharmD, IFMCP What is your specialty? At Porter Wellness, I use a functional medicine approach to help women get to the root cause of their symptoms so that healing is clear, personalized, and attainable. Instead of masking symptoms, we focus on restoring your body’s ...
