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Find a Financial Coach

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

Reach out to the in-branch financial coach in your city and start working towards your financial goals today!

You can call your financial coach directly, or stop by the branch. Financial coaches are available at the following locations:

North Carolina


Donnetta CollierDonnetta Collier

Charlotte - Beatties Ford Branch
431 Beatties Ford Road Charlotte, NC 28216

(704) 409-5913

Tiffany HortonTiffany Horton

Windsor Branch 
302 W. Granville St. Windsor, NC 27983

(252) 794-3242 x3361

Maggie BurleyMaggie Burley

Greensboro Branch
3400 Battleground Avenue Greensboro, NC 27410

(336) 545-9916

james urbinaJames Urbina

Durham - S. Mangum St. Branch
601 S Mangum St, Durham, NC 27701

(919) 687-0585

octavia alexanderOctavia Alexander

Salisbury Branch
2146 Statesville Blvd, Salisbury, NC 28147

(704) 375-5781 x3108

Katrice JohnsonKatrice Johnson

Rocky Mount Branch 
3631 Sunset Ave Rocky Mount, NC 27804

(252) 977-7722

Cristi RodriguezCristi Rodriguez

Wilson Branch 
2301 Madison Drive Wilson, NC 27893

(252)291-9977 x3006

Nate MyersNate Myers

Wilmington Branch
307 South College Road Wilmington, NC 28403

(910) 791-0140 

Yessenia GarciaYessenia Garcia

Hendersonville Branch
100 Dana Road Hendersonville, NC 28792

(828) 233-1140 x3452


South Carolina


Kenneth BradleyKenneth Bradley

Greenville - Mills Ave Branch 
505 Mills Ave Greenville, SC 29605

(864) 438-2421 x3143

Yolanda Clemons
Yolanda Dogan-Clemons

Columbia - Bush River Branch
1724 Bush River Road Columbia, SC 29210





Leah Guyton
Leah Guyton

Jacksonville - Westside Branch 
3033 Lenox Ave Jacksonville, FL 32254

(904) 360-5100

Ruben Astudillo
Ruben Astudillo

Winter Park Branch 
1250 Lee Road Winter Park, FL 32789

(407) 622-0625


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.