Dollar Bank expands wealth management services in Ohio, US

Dollar Bank has broadened the reach of its Dollar Investment Services wealth management programme to encompass all 28 of its branches in Northeast Ohio, US.

The expansion, backed by Cetera Financial Institutions, is expected to enhance customer support in financial planning for retirement, education, and wealth management.

To support this expansion, Dollar Investment Services has recruited George Giolekas, a financial advisor with a 26-year tenure in the financial services sector.

Giolekas, who hails from the Cleveland area, has an understanding of advisory services, portfolio management, and regulatory compliance.

Dollar Bank's wealth management programme incorporates investment services with financial planning and individualised counsel.

Dollar Bank chief banking officer Berry Grant III said: "For 170 years, Dollar Bank has been committed to making banking services accessible so that our customers can build meaningful futures for themselves and their families.

“By providing our customers with the tools, expertise and personalised service they deserve, we are ensuring they can plan confidently for tomorrow, while continuing to experience the community-focused banking and customer care that has long set Dollar Bank apart."

With this expansion, Dollar Bank customers in Northeast Ohio will gain better access to investment professionals equipped to offer guidance on portfolio strategies, retirement planning, insurance options, and strategies for transferring wealth.

Cetera Financial Institutions, a division of Cetera Investment Services, assists the investment programmes of over 450 banks and credit unions and has confirmed approximately 70 contract renewals until 31 October 2024.

Cetera Investment Services president and CEO LeAnn Rummel stated: "This milestone reflects Dollar Bank's commitment to delivering personalised financial guidance and comprehensive wealth management services to more communities.

“We are proud to support their growth with the tools, technology, and expertise that make Cetera a trusted partner for banks and credit unions nationwide."

Dollar Bank operates over 90 locations across Pennsylvania, Maryland, Ohio, and Virginia, delivering a broad spectrum of banking solutions for individuals, small businesses, and corporations.

As of July 2025, the bank has reported assets totalling $12bn, with loans at $9.4bn and deposits reaching $9.6bn.

"Dollar Bank expands wealth management services in Ohio, US " was originally created and published by Private Banker International, a GlobalData owned brand.

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