Dossier – Broadway Bank
Left to Right: Elizabeth Strait, Wealth Advisor; Sarah Hansen, Trust Advisor; Julie Hardaway, Director of Trust & Specialist Advisory Services; Monica Bonilla, Estate Settlement Specialist; Casey Seitz, Wealth Advisor What is your specialization in the financial services industry? Broadway Bank Wealth Management is a full service team made up of highly credentialed professionals. […]
Dossier – Broadway Bank
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 […]