Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Event Support – Need swag to handout at your event? Want us to come setup a tent with kid crafts? Looking for event registration help? Our staff love to make an impact in our community, and a lot of that comes from volunteering. Next to giving out checks, we love to provide the gift of time. Did you know that each PenAir employee receives 5 hours of paid time per month to volunteer during working hours with the organization of their choice. That’s a lot of impact we can provide.
Community Partnerships – We’re always looking for fellow like-minded community partners to build lasting impact. Do you have a need for teaching financial education to those you serve? Are you looking to create awareness through a social media campaign? Let’s connect and decide what our partnership will look like.
Legacy Gifts – Do you have an opportunity that will create generational impact for our communities? We definitely want to hear about it and how we can help effect that change.