Banks Wealth Partners

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.


Advisors

Coleen A Banks

Coleen A Banks

Private Wealth Advisor

Visit Coleen A Banks's website

Team

Becky J. O'Hara

Becky J. O'Hara

Operations Director

Qualifications

  • BFA Ohio Wesleyan University
  • Working with Coleen Banks since 2003
  • Interests: Aerobic Dance & Fitness Instructor
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Ravyn T Green

Ravyn T Green

Client Service Coordinator

Qualifications

  • AAS Hostos Community College
  • 8 years of Customer Service
  • Interests: Traveling

Roles & Responsibilities

  • Calendar scheduling
  • Client Service
  • Social Media Manager
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Christopher W Banks

Christopher W Banks

Paraplanner,

Chief Financial Officer