Truliant Financial Advisor Terry Colen Recognized for Excellence
Release date: 5/6/2013
Winston-Salem, N.C. (May 7, 2013) - Truliant Federal Credit Union’s Terry Colen, CRPC® Vice President and Senior Financial Advisor with Financial Advisors at Truliances, has been recognized with several awards in 2013 as a leading performer in his field. Terry was named to the Senior Advisor Leadership Team serving at Truliant Federal Credit Union by CUNA Brokerage Services, Inc. This distinction is awarded to a limited number of financial advisors who demonstrate leadership and success within their credit union and peer groups.
Colen has served as an advisor for over 25 years, and is a Chartered Retirement Planning Counselor and a Registered Investment Advisor Representative. Colen is also one of 43 representatives nationwide recognized as a top representative by CUNA Brokerage Services, Inc (CBSI) and, as a result, will serve as a 2013 President’s Council Qualifier.
"Growth and earnings at Truliant are not our primary focus, but an outcome of successfully executing our mission of enhancing the financial lives of our member-owners,” said Marc Schaefer, Truliant president and CEO. “Consumers seek a financial institution that is responsive to their needs," he said. "They come to Truliant to get personalized financial advice from a trusted resource. Terry's recognition by CUNA Brokerage certainly demonstrates why we are that resource for our member-owners."
"Indicative of how Truliant stays true to our mission, financial advisors at Truliances do not work on commission ensuring they have their members' best interest at heart," Schaefer continued.
In today's ever-changing economy, financial planning with the aid of a knowledgeable and trusted professional is more important than ever," said Colen. "I'm focused on providing sound financial advice, which leads to enhancing our members' lives."
About Truliances, LLC
Truliances, LLC is a wholly-owned subsidiary of Truliant Federal Credit Union and provides a variety of consumer financial services, not offered directly by the credit union, to help members reach their financial goals, through financial planning, brokerage services, consumer insurances and an auto buying service.
About Truliant Federal Credit Union
Truliant Federal Credit Union is a not-for-profit, financial institution that provides affordable financial services to its member-owners. Truliant was chartered in 1952 and now serves more than 180,000 members and has 21 Member Financial Centers in NC, SC and VA. For more information on Truliant Federal Credit Union, visit TruliantFCU.org.