MONTGOMERY – Walden Investment Services* located at Walden Savings Bank, recently welcomed Dawn Sweed to its team. In her new role as Financial Advisor, she will be assisting customers with all of their financial planning needs. Sweed most recently managed the Walden Savings Bank Scott’s Corners Branch and is excited to bring her years of experience to Walden Investment Services*.
“People turn to Walden Investment Services for help when planning for important milestones in their lives,” said Derrik R. Wynkoop, Walden Savings Bank President and CEO. “Dawn’s experience working with our customers as a bank manager makes her uniquely equipped to understand their financial needs and help them achieve their goals.”
Meanwhile, a familiar face at Walden Investment Services, Garry Michel, has been promoted to the position of Vice President/Senior Financial Advisor. Michel joined Walden Savings Bank in the role of Assistant Vice President of Walden Investment Services* in 2016. His new responsibilities include managing investment operations and assisting individuals and families with their financial planning needs, focusing on college, retirement, and estate planning. In addition, he oversees asset management and tax-advantage investments offered through Cetera Investment Services LLC.
“As a seasoned professional who has fostered strong relationships in the communities we serve, Garry is poised to step into this leadership position,” said Wynkoop. “His proven ability to offer sound financial guidance has been invaluable to those who utilize our services, and we expect only more great things from him in his new role.”
About Walden Investment Services
Walden Investment Services, established in 2012, serves the Hudson Valley region and offers a full range of financial products and services and is located at Walden Savings Bank. Walden Investment Services is a marketing name for Cetera Investment Services LLC, Member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.
*Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services may only be offered by investment adviser representatives.