Sara L. Houpis has joined Mechanics Bank’s Wealth Management Office in Walnut Creek, CA, as an Assistant Vice President and Relationship Manager in the Private Banking Division.
Before joining Mechanics Bank, Ms. Houpis served as an assistant vice president /financial solutions advisor with Merrill Edge. Prior to that she spent six years with Wells Fargo, where she began her banking career and most recently served as Regional Private Banker.
A 2003 graduate of Coe College, she has a B.A in Business Administration. She subsequently earned FINRA Series 7 and 66 licenses, as well as a California Life and Health Insurance license.Ms. Houpis and her husband reside in Danville, CA with their two young children.
The Mechanics Bank Wealth Management Office in Walnut Creek is located at 1111 Civic Drive.