Wealth Management Branch Promo

This integrated branch promotion was developed for National Financial Planning Month to encourage customers to share their financial goals and engage with wealth management advisors. Messaging and materials were tailored to individual branch footprints, positioning each branch as a trusted starting point for financial planning.

The campaign was activated across 50 branches and supported increased awareness and engagement with wealth management services during the month-long initiative.

*My role here was creative director, but every project shown was made possible by a talented in-house creative and marketing team whose collaboration, skill, and execution brought these ideas to life.