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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!

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 such as:

  • starting a savings habit,
  • building a stronger credit profile,
  • paying down unwanted debt,
  • qualifying for a home or auto loan,
  • and many other financial goals!

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

North Carolina

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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

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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

(803)750-7999

 

Florida

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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.

 

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