Dollar Bank is expanding its Dollar Investment Services wealth management program across all 28 of its bank locations in Northeast Ohio.
As part of its expansion into the Northeast Ohio market, Dollar Investment Services hired financial advisor George Giolekas. With some 26 years of experience in the financial services industry, Giolekas brings a wealth of expertise in advisory, portfolio management, and compliance.
“For 170 years, Dollar Bank has been committed to making banking services accessible so that our customers can build meaningful futures for themselves and their families. The expansion of our investment services reflects that enduring commitment. By providing our customers with the tools, expertise and personalized service they deserve, we are ensuring they can plan confidently for tomorrow, while continuing to experience the community-focused banking and customer care that has long set Dollar Bank apart,” Berry Grant III, chief banking officer, said.
Dollar Bank’s wealth management program integrates investment services, financial planning, and personalized guidance.
“Our mission has always been to serve the needs of our communities by putting people first. By expanding our wealth management and investment services throughout our Northeast Ohio locations, we’re ensuring that clients can receive trusted, personalized advice where they bank every day,” Theresa Morrissey, assistant vice president, wealth management director, said. “This expansion allows us to meet customers where they are and provide the full scope of solutions they need to achieve financial confidence.”
Dollar Bank is the nation’s largest mutual bank with more than 90 locations throughout Pennsylvania, Maryland, Ohio and Virginia.