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

Mortgage Lending

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.

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

Mortgage Lending

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

NOW Team DiPaolo

Pete & Carolyn DiPaolo

Follow the DiPaolo’s on their journey to a better financial future and a chance to win $10,000.

Who will win the grand prize of $10,000? Are you Team DiPaolo?

Team DiPaolo Update #6

They started out with a crawl, but now Team DiPaolo is standing up tall! With an impressive 500% increase in savings throughout the competition, Pete and Carolyn have transitioned from simply being invited to apply for credit cards to now receiving pre-approval. It’s reassuring to know that these cards are still going straight to the shredder!

Team DiPaolo Update #5

Team DiPaolo is taking care of business as we get closer to the end of this competition! Check out how they have improved their credit score and what’s next for their journey.

Team DiPaolo Update #4

Team DiPaolo continues to tackling their debt and building up their savings. See how they are balancing their needs versus their wants as they work toward better financial health.

Team DiPaolo Update #3

Team DiPaolo isn’t slowing down their efforts to better their finances. See how the couple is utilizing PenAir products and features to increase their funds and build up their savings.

Team DiPaolo Update #2

Catch up with Team DiPaolo on their journey to financial freedom! Diverting their savings from lower spending helped the DiPaolo’s tackle some of their debt. Creating and sticking to a budget takes time, but PenAir believes they have what it takes to become financially fit.

Team DiPaolo Update #1

Catch up with Team DiPaolo on their journey to financial freedom! Their first month hasn’t been easy, but with hard work and dedication, PenAir believes they have what it takes to become financially fit.