The Team

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.

Our Advisors

Coleen A Banks

Coleen A Banks

Private Wealth Advisor

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Designations

CFP®, MBA, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning

Education

Masters in Business Administration with a concentration in Management. Hofstra University 1987, Bachelor of Science in Accounting with a minor in Economics. C.W. Post Long Island University 1980
CA Insurance #0C01499

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Our Staff

Becky J. O'Hara

Becky J. O'Hara

Operations Director

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Qualifications

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

Ravyn T Green

Client Service Coordinator

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Qualifications

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

Roles & Responsibilities

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

Christopher W Banks

Paraplanner

Chief Financial Officer