1st Source Bank announces the promotion of Valerie (Hines) Weis to Program Manager of its Asset Advisor program. In this role, Weis will oversee the financial consultants with 1st Source Asset Advisors who assist clients with investment portfolios and financial needs, including college savings and retirement plans.
Weis has six years of experience at 1st Source Asset Advisors in the bank’s Community Region, which includes Marshall, Starke, Fulton and Pulaski Counties.
Weis graduated Magna Cum Laude from Loyola University in Chicago. She holds series 7, 63 & 66 FINRA registrations, as well as, Indiana Life and Health and Long Term Care licenses, through LPL Financial. She also recently completed the Boston University Financial Planning program.
Weis has led financial literacy seminars to various groups within the community. She is also the current chair of the Marshall County Leadership program.