Julio Betancourt is a vice president and Premier Banker with six years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Julio’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journey by addressing their short- and long-term goals.
The part of the job that Julio most enjoys is working together with his clients and team of financial experts at every stage of the process and relationship. Because life happens, they periodically review every client’s plan to ensure that it’s on track with their and their family’s current needs.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
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