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TOP 30 Regions bank locations in Winter Park, FL
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Bank of America Private Client Advisor Kelly Gegerson
Bank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America. As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.
Mylene Serrano-Kalinich - Regions Wealth Advisor
Mylene Serrano-Kalinich is a Wealth Advisor at Regions Private Wealth Management in Winter Park, Florida. She offers personalized financial expertise to affluent individuals, designing customized financial strategies tailored to their specific needs and goals. With a focus on the complete financial picture, Mylene works with a team of professionals to help clients maximize the return on their portfolios. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. This communication is for educational and general marketing purposes only, and Regions does not provide impartial investment advice or act in a fiduciary capacity. The appointment scheduler is provided by Engageware Modal, and any information provided will not update Regions' customer records. For more information or to schedule an appointment, please contact Mylene Serrano-Kalinich at Regions Wealth Advisor in Winter Park.
Katherine Figueroa, REALTOR
Katherine Figueroa, REALTOR is a finance institution located at 8235 Championsgate Boulevard, Four Corners, Florida, United States. Katherine Figueroa is a Certified International Property Specialist, Resort and Second Home Property Specialist, and Luxury Property Specialist specializing in waterfront homes, golf course homes, resort and vacation homes, new homes, and luxury homes. She markets and sells real estate properties in Orange, Osceola, Polk, Lake, and Seminole Counties, including the areas of Greater Orlando, Lake Nona, Doctor Phillips, Belle Isle, Windermere, Winter Garden, Clermont, Montverde, Four Corners, Champions Gate, Davenport, Reunion, Kissimmee, Celebration, Horizon West, and other communities near Walt Disney World and other Theme Parks. Katherine is a full-time and multi-lingual REALTOR®, licensed Real Estate Broker in Florida and Puerto Rico, speaking English, Spanish, and Portuguese. With over 30 years of experience in the real estate and banking industry, Katherine is dedicated to helping buyers, sellers, investors, and developers achieve their real estate goals. She holds 9 professional real estate designations and certifications to provide specialized and high-quality service to her customers.
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