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Rochelle Grey
Trust Officer/Relationship Manager at Mid Penn Bank
Rochelle Grey — Trust Officer/Relationship Manager at Mid Penn Bank in Reading, PA, US (Financial Services)
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Location
Reading, Pennsylvania, United States, US
Skills
- Estate Planning
- Wealth Management
- Investments
- Strategic Financial Planning
- Financial Planning
- Show all
Bio
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Topline AI
Hello! I'm Rochelle Grey, a seasoned financial professional based in Reading, Pennsylvania. With over 15 years of experience in estate planning, wealth management, and strategic financial planning, I currently serve as the Vice President and Trust Advisor at Truist Wealth. My journey in finance began with a Bachelor's degree in Business Management from Alvernia University, followed by an MBA from Lehigh University. I am also a Certified Oola Life Coach and a Certified Green Gap Financial Coach, allowing me to blend financial acumen with personal development. Fluent in English, I am passionate about helping clients navigate their financial futures through tailored advisory services. My diverse skill set includes asset allocation, retirement planning, and insurance, making me a trusted partner for high net worth individuals and business owners.
Credentials
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Certified Trust and Financial Advisor (CTFA)
American Bankers AssociationMay, 2005- Jun, 2026 -
Certified Financial Planner (CFP)
Financial Planning Association (FPA)Oct, 1995- Jun, 2026
Experience
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Trust Officer/Relationship Manager
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services”
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