Truliant names Fox Senior Financial Advisor
Release date: 11/10/2016
Winston-Salem. N.C. (Nov. 10, 2016) – Truliant Federal Credit Union has named Jon Fox Senior Financial Advisor for its Financial Advisors Located At Truliant team.
Fox will offer investment guidance to member-owners to help them pursue individual and business goals through financial planning, insurance and investments.
He reports to Bob Nadler, director of Financial Advisors Located At Truliant.
“Jon’s skill set and consultative approach make him a good fit for our investment services team,” said Nadler. “His extensive expertise in traditional investments and branch-based financial institutions will help us continue to deliver a high-level of personal service to our clients.”
Most recently, Fox worked for the local official of Hillard Lyons financial consulting.
Fox has more than three decades of banking experience and has also worked for institutions including RBC Centura/RBC Capital Markets, E.F. Hutton and Nations Securities.
He is a long-time resident of Winston-Salem and a graduate of Auburn University.
About Truliant Federal Credit Union
Truliant Federal Credit Union is a mission-driven, not-for-profit financial institution that promises to always have its member-owners’ best interest at heart by improving their lives through providing financial guidance and affordable financial services. Truliant was chartered in 1952 and now serves more than 200,000+ members and currently has 31 Member Financial Centers in North Carolina, South Carolina and Virginia. For more information on Truliant Federal Credit Union, visit www.truliant.org.
Financial Advisors Located At Truliant
The Financial Advisors Located at Truliant is a Credit Union Service Organization, or CUSO, that helps Truliant members understand retirement planning, IRAs, mutual funds, estate planning and many other investment and insurance products. Its advisor services help members achieve their goals; address needs, concerns and unique situations; and help members make the right long-term decisions. Additional service areas include education funding advisement, annuities, wealth management and tax-managed investing, and life and long-term care insurance.
FOR MORE INFORMATION, CONTACT:
Contact: Heath Combs
(o) 336.293.2054 (c) 336.442.5736