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Find a Financial Coach


Get free one-on-one support to meet your financial goals

Reach out to the financial coach in your region and start working towards your financial goals today!

Our expert financial coaches provide one-on-one personalized support and guidance in a trusting environment so you can tackle short- and long-term goals:

  • Starting a savings habit
  • Build a stronger credit profile
  • Pay down unwanted debt
  • Qualify for a home or auto loan
  • And reach many other financial goals!

Find the financial coach that is available in your region and call or stop by to set up a virtual or in-branch appointment today.

NOTE: If you can’t find your region listed below, check back again in the next few months, as we are adding financial coaches regularly! In the meantime, you can connect with our partners at GreenPath.

North Carolina


Greensboro Branch

Available virtually: Maiden, Morganton, Lexington & Galax Branches

 

Maggie Burley

Maggie Burley

3400 Battleground Avenue Greensboro, NC 27410

(336) 545-9916

 

 

 

Salisbury Branch

                                                                                                                                                                                        

 

Octavia Alexander

2146 Statesville Blvd. Salisbury, NC 28147

(704) 375-5781 x3108

 

 

 

Wilmington Branch

Available virtually: Laurinburg & Kinston Branches

 

Nate Myers

Nate Myers

307 South College Road Wilmington, NC 28403

(910) 791-0140 

 

 

 

Wilson Branch

 

 

Cristi Rodriguez

Cristi Rodriguez

2301 Madison Drive Wilson, NC 27893

(252)291-9977 x3006

Hendersonville Branch

Available virtually: Brevard & Rosman Branches                                                                

 

Yessenia Garcia

Yessenia Garcia

100 Dana Road Hendersonville, NC 28792

(828) 233-1140 x3452

 

 

 

Charlotte - Beatties Ford Branch

Available virtually: Charlotte - Providence Branch                             

 

Donnetta Collier

Donnetta Collier

431 Beatties Ford Road Charlotte, NC 28216

(704) 409-5913

 

 

 

Durham - S. Mangum St. Branch

Available virtually: Durham - W. Main St Branch

 

James Urbina

601 S Mangum St, Durham, NC 27701

(919) 687-0585

 

 

 

Rocky Mount Branch

Available virtually: Windsor Branch

 

Katrice Johnson

Katrice Johnson

3631 Sunset Ave Rocky Mount, NC 27804

(252) 977-7722

 

 

 

 

 

 

South Carolina


Greenville - Mills Ave Branch

Available virtually: Greenville - Garlington Rd & Greenville Woodruff Rd Branches

 

Kenneth Bradley

Kenneth Bradley

505 Mills Avenue Greenville, SC 29605

(864) 438-2421 x3143

Columbia - Bush River Rd Branch

Available virtually: Columbia - Assembly St Branch


 

Yolanda Clemons

Yolanda Dogan-Clemmons

1724 Bush River Road Columbia, SC 29210

(803) 750-7999

 

 

 

 

Florida


Jacksonville - Westside Branch

Available virtually: Jacksonville - Kendall Town & Jacksonville - River City Branches

 

Leah Guyton

Leah Guyton

3033 Lenox Ave Jacksonville, FL 32254

(904) 360-5100

 

 

 

 

Free financial coaching is also available through our financial wellness partner GreenPath. If you do not see a coach listed for your branch, you can connect with the expert and trusted coaches at GreenPath.

 

Learn more about our free in-branch financial coaching here.