Financial Advisor
Thad joined CUNA having spent 5 years and early success as a Financial Advisor with Merrill Lynch where he won top accolades. In his twelve years at CUNA Brokerage, he has been named to the President’s Council, voted by peers to the prestigious Senior Advisor Leadership Team (SALT), and helped launch Georgia’s Own Investment and Retirement Services program from its inception in 2003 to a program with over $100 million in assets under management today.Thad has a strong history of working with credit union members, their family and friends. He currently helps clients make sound financial decisions by focusing on their individual comfort level, investment timeline, and goals. He customizes strategies that meet three key financial goals: 1) wealth accumulation during working years, 2) security and independence during retirement, and 3) transfer of assets in the most advantageous way. Thad is a Registered Representative of CUNA Brokerage Services, Inc, member of FINRA/SIPC, and a licensed insurance agent.Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerage Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.
