Bonnie Seagle, Financial Advisor, SunTrust Investment Services, Inc.
I’ve grown up here at SunTrust. I now live in Roanoke, Virginia with my husband of over 25 years, Ken, and have two grown daughters and a dog named Gizmo. In 1981, after attending George Mason University, I started as a teller and worked my way up to branch manager. Along the way I earned my insurance license and a business degree from Roanoke College. That’s when I started to become interested in the investment side of the business. In 1996 I made the transition to advisor, and recently earned my Chartered Retirement Planning Counselor designation. I think being here this long has given me a great perspective. I’ve worked with so many clients.
I try to find out a lot about my clients’ situations—their goals for retirement, their dreams, what they truly want for themselves and their families. I take that information and blend it into a financial plan tailored to each person and designed to help achieve those goals and dreams. I use what they tell me to find solutions. The more I know about my clients, the more I can help them as an advisor.
Why I love my job:
I love working directly with people and helping them. That’s why as an undergraduate I studied social work. But it turned out that I took things too personally to be a good social worker. I cared too much. I guess you could say what would have made me a bad social worker makes me a great advisor.
My proudest moment:
One of my clients is a woman who was an executive with another bank. She and her husband moved to our area several years ago and she and I started working together on her retirement planning. A few years ago her husband, who was only in his sixties, was diagnosed with early dementia. Suddenly her retirement planning took on another dimension. We worked through these challenges together. My role was to make sure she didn’t have to worry about finances during this period so she could focus on her husband.
My client's husband has passed away and since that time she has worked closely with her church and the community on all sorts of volunteer projects. She has actually published her journal that she kept from the days after he was diagnosed until his death. She has now made her life’s work educating people about living with a loved one suffering from dementia. She is a constant source of inspiration to me and I feel so lucky I could help her through such a tough time.