Oct 14th, 2022

Elkhart, IN
NMLSR# 773103
office: 574-293-4099
mobile: 574-274-8290
Jeannie Valencourt is a Vice President and Private Banker with over 37 years of banking and 25 years of investment experience. She specializes in Business and Retail banking and helps provide strategic credit and depository solutions for busy professionals and High Net Worth individuals and their families. Services include (but are not limited to): assisting with managing cash flow and debt; known and unknown risk planning; financial planning for education, retirement or other life goals; debt structuring and restructuring; and many business-related issues.
Jeannie is a graduate of Indiana University, South Bend where she earned her Bachelor’s degree in Business and Cannon Trust School where she earned her CTFA (Certified Trust and Financial Advisor) designation. Jeannie is an active member of the Elkhart Lion’s Club, a board member of the Daughters of the American Revolution – Schuyler Colfax Chapter and a member of Little Flower Catholic Church. She has been a recipient of The Ernestine M. Raclin Leadership Award for her previous community involvements.
Professional Licenses and Registrations* Series 7 Series 65
Series 63 CTFA