Dollar Bank Expands Investment and Wealth Management Program to 28 Northeast Ohio Locations, Supported by Cetera

170-year-old community bank strengthens client experience by expanding access to financial advisors and comprehensive wealth management services

CLEVELAND, Sept. 24, 2025 /PRNewswire/ -- Dollar Bank today announced the expansion of its Dollar Investment Services* wealth management program across all 28 of its bank locations in Northeast Ohio. The initiative reflects the bank's commitment to delivering comprehensive, personalized financial guidance to customers in the communities it serves.

The expansion builds on Dollar Bank's long history of relationship banking and ensures clients throughout Northeast Ohio have convenient access to experienced financial advisors. With this initiative, customers can expect enhanced support in pursuing their financial goals, whether planning for retirement, saving for education, or managing wealth across generations.

As part of its strategic expansion into the Northeast Ohio market, Dollar Investment Services hired seasoned financial advisor George Giolekas. With over 26 years of experience in the financial services industry, Giolekas brings a wealth of expertise in advisory, portfolio management, and compliance. A lifelong resident of the Cleveland area, Giolekas has guided clients through multiple economic cycles, helping them make informed decisions and achieve long-term financial success.

"For 170 years, Dollar Bank has been committed to making banking services accessible so that our customers can build meaningful futures for themselves and their families. The expansion of our investment services reflects that enduring commitment. By providing our customers with the tools, expertise and personalized service they deserve, we are ensuring they can plan confidently for tomorrow, while continuing to experience the community-focused banking and customer care that has long set Dollar Bank apart," shared Chief Banking Officer, Berry Grant III**.

Echoing Grant's comments, Theresa Morrissey, Assistant Vice President, Wealth Management Director said, "Our mission has always been to serve the needs of our communities by putting people first. By expanding our wealth management and investment services throughout our Northeast Ohio locations, we're ensuring that clients can receive trusted, personalized advice where they bank every day. This expansion allows us to meet customers where they are and provide the full scope of solutions they need to achieve financial confidence."

Dollar Bank's wealth management program integrates investment services, financial planning, and personalized guidance, helping clients navigate today's evolving financial landscape. The expansion is designed to bring these services closer to customers, reinforcing Dollar Bank's commitment to delivering long-term value and convenience.

The program will continue to focus on strong client relationships and a holistic approach to financial planning. Dollar Bank customers in Northeast Ohio will now have more direct access to investment professionals who can help with portfolio strategies, retirement planning, insurance solutions, and wealth transfer strategies.

"We congratulate Dollar Bank on their exciting expansion of Dollar Investment Services into the Northeast Ohio market," said LeAnn Rummel, president and CEO of Cetera Investment Services. "This milestone reflects Dollar Bank's commitment to delivering personalized financial guidance and comprehensive wealth management services to more communities. We are proud to support their growth with the tools, technology, and expertise that make Cetera a trusted partner for banks and credit unions nationwide."

Cetera Financial Institutions is a community within Cetera Investment Services that supports the investment programs of over 450 banks and credit unions. Cetera Investment Services celebrated its 40-year anniversary in 2024, and with nearly 70 renewals signed through October 31, 2024, Cetera Financial Institutions' retention rate was 99% for all institutions in its network as of that date.

About Dollar Bank
As the nation's largest mutual bank, Dollar Bank has been empowering the communities and customers we serve for 170 years. Our more than 90 locations throughout Pennsylvania, Maryland, Ohio and Virginia provide a comprehensive range of personal, small business and corporate banking solutions. We continue to invest in our customers and strengthen our communities through financial education programs and partnerships with organizations who share our dedication to building opportunities for all. As of July 2025, Dollar Bank reported total assets of $12 billion, total loans of $9.4 billion, and total deposits of $9.6 billion. For more information, visit Dollar Bank.

About Cetera
Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.

As of June 30, 2025, Cetera firms manage more than $590 billion in assets under administration and $263 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.

Learn more at www.cetera.com and follow Cetera on LinkedIn, Instagram, Facebook, YouTube, and X.

Cetera refers to the network of independent retail firms encompassing, among others, those that are members FINRA/SIPC: Cetera Advisors LLC, Cetera Wealth Services, LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC; and a Securities and Exchange Commission registered investment adviser: Cetera Investment Advisers LLC, located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

*Dollar Investment Services is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.

**Berry Grant III is not affiliated or registered with Cetera. Any information provided by them is in no way related to Cetera or its registered representatives.

Investments are: *Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

SOURCE Cetera Financial Group; Dollar Bank