d-mars.com Top 30 Influential Women of Houston
Colleen D. Banks
Financial Professional, Wealth Development Strategies, LLC objectives and then implement strategies to maximize their financial potential. Banks has a Bachelor of Science degree in General Business from the University of Houston and holds FINRA Series 6 and 63 securities licenses and the Group 1 Life and Health and Variable insurance license in CA, DC, GA, IL, IN, LA, NY, PA, TX, VA. Banks has served the community by volunteering with various organizations including Women’s Resource Center as an instructor in the “Money Matters” workshop, Optimum Lifestyle and Extreme Green Youth Works promoting “Green Gardening” in the community, Houston Area Urban League Young Professionals educating young adults on the importance of financial planning and is an active volunteer for CSTEM – “Everyone is an Artist and an Engineer.” Banks is an Iron Woman with This Woman’s Work Stepping Into Strength Mentoring Program. She has participated on panels with various organizations and churches to educate the community on why financial management is necessary for business owners and families to prioritize their finances. Banks, along with other female advisors in the firm, hosted a radio talk show, “Let’s Talk Money.” Banks is a loyal volunteer with the girl’s group at her church, which combines fun in a Christian environment where the girls can discuss issues that relate to them and organizes projects that help the community. She is on the Board of Directors for the Greater Houston Black Chamber of Commerce and is also an active member of Zeta Phi Beta Sorority, Inc.
C
olleen Banks has been a financial professional with Wealth Development Strategies LLC for 12 years after getting her start serving the financial service needs of the Lutheran community through Thrivent Financial for Lutherans. As a financial professional, 72
Top 30 Influential Women of Houston 2019
Banks helps her team with achieving financial independence of their clients by incorporating cash management, risk management, college funding, retirement strategies, investments and estate preservation. Banks focuses on helping professionals, entrepreneurs and families identify their financial goals and
Colleen D. Banks Financial Professional Wealth Development Strategies, LLC 4203 Montrose Blvd. 5th Floor Houston, Texas 77006 713.561.8132 www.wealthdevelopmentstrategies.com colleen_banks@wealthdevelopmentstrategies.com
