Jackson joins Truliant Financial Advisors as Senior Advisor for Upstate, S.C.
Jackson joins Truliant Financial Advisors as Senior Advisor for Upstate, S.C.
Donna Panton Jackson
WINSTON-SALEM, N.C. (Feb 20, 2025)— Truliant Federal Credit Union is pleased to announce that Donna Panton Jackson, Senior Financial Advisor, is joining Truliant Financial Advisors offered through CUSO Financial Services, L.P. (“CUSO”).
Truliant Financial Advisors partners with CUSO to offer straightforward and objective financial guidance to Truliant Federal Credit Union members. Donna will focus on the Upstate South Carolina and the south-central and western North Carolina Piedmont regions.
Jackson is the first dedicated CUSO financial professional to assist Truliant Financial Advisors (TFA) in South Carolina. The TFA program offers a range of services to help clients pursue their financial and investing goals, including financial planning, portfolio management, retirement strategies, education savings, insurance options, and estate planning.
“Donna believes in focusing on the fundamentals. She brings a holistic and practical approach to helping clients,” said Tiffany Lam-Balfour, director of the Truliant Financial Advisors program. “Her three decades of experience in the financial industry shows a deep commitment to guiding clients through their journey to help them reach their financial goals.”
The addition of Jackson follows Truliant's expansion in the Upstate S.C. market. The credit union recently added its fifth branch in the region.
Jackson is available for appointments at several Truliant branches, including Cherrydale, Mauldin, Pelham Road, Greer, Easley, and Boiling Springs in South Carolina and Gastonia and Shelby in North Carolina. She will also meet with some clients in Charlotte branches, as needed.
Jackson holds multiple securities licenses, including the FINRA Series 7, 63, and 65, and is a licensed insurance agent. Jackson can be contacted at (336) 293-2049 or via email at [email protected]. To learn more about Jackson and connect with her, visit the Truliant Financial Advisors Website at https://advisors.truliantfcu.org/team/donna-panton-jackson.
About Truliant Financial Advisors
Through CUSO Financial Services, L.P., Truliant Financial Advisors (“TFA”) offers comprehensive financial planning, investment, insurance, and estate planning services. TFA helps clients create personalized financial plans to preserve and manage their assets and work toward financial security. CUSO advisors prioritize their clients' financial objectives when developing each plan and providing sound financial solutions.
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide investment advice. CFS is a subsidiary of Atria.
Or call the Benefits Service Center at 866-298-3686, Mon – Fri, 8:30 a.m. – 5:00 p.m. ET for assistance with registration and activation.
Money Access and Everyday Banking Perks:
Free standard Truliant checks
Free official checks
Free incoming wire transfers
One-time overdraft fee waiver (per calendar year)
Early Pay — Get your paycheck up to 2 days early
Surcharge-free ATMs — Access to 80,000 ATMs worldwide that waive their fees for our members
Free ATM withdrawals, even outside Truliant
We are proud to offer fewer fees at a lower cost compared to many other financial institutions. Below are our current fees for SafeSpend Banking:
General Charges
Fee Type
Fee Amount
Monthly maintenance
$5.00
Waived with any of the following:
1) Monthly Total Deposits ≥ $250, or
2) 23 or younger
Official check, payable to third party
$5.00/check
Wire transfer (incoming)
$10.00 (Domestic / International)
Wire transfer (outgoing)
$25.00 (Domestic) $35.00 (International)
For a comprehensive listing of account-related fees, special service fees, and additional details, log in to online or mobile banking to view our Deposit Account Agreement or Business Deposit Account Agreement.
Access to more than 80,000 surcharge-free ATMs. A surcharge-free ATM is one you can use without paying an extra fee charged by the ATM owner. Truliant partners with a nationwide network of ATMs that let you withdraw cash, check balances, and more—without those added fees.
Even if the ATM isn’t Truliant-branded, it can still be surcharge-free if it’s part of our network.
Use the ATM locator to find the most convenient locations near you.
Our Balance Backup coverage offers members emergency overdraft protection, allowing important items to clear and helping you avoid returned payment fees from payees.
Truliant will strive to pay the following types of transactions when you do not have funds available.
Checks and other transactions made using your checking account number
Automatic recurring drafts made using your debit card number
We also offer Balance Backup+ for the following types of transactions when insufficient funds exist in your account:
Receive one free overdraft per calendar year by contacting us or visiting a branch. Normal fee of $28 per overdraft applies for all other overdrafts.
We are proud to offer fewer fees at a lower cost compared to many other financial institutions. Below are our current fees for Reserve Plus Banking:
General Charges
Fee Type
Fee Amount
Monthly maintenance
$25.00
Waived with any of the following:
1) Average Monthly Deposit Relationship ≥ $25,000, or
2) Average Monthly Truliant Financial Advisors Investment ≥ $50,000
Order checks
Standard Truliant Checks are free
Wire transfer (outgoing)
$25.00 Domestic, $35.00 International (incoming wires are free)
Overdraft Charges
Fee Type
Fee Amount
Balance Backup* and Balance Backup+** overdraft protection
$28.00/transaction (limit of six service charges per day) - 1 fee waiver per calendar year
Deposit account overdraft protection transfer service charge
$3.00 (limit once daily)
Line of credit overdraft protection transfer service charge
$3.00 (limit once daily)
*Balance Backup service charge occurs anytime we cover overdrafts caused by check, recurring transaction, or other transaction made using checking account or debit card number.
**Balance Backup+ service charge occurs anytime we cover overdrafts caused by debit card or ATM transactions.
For a comprehensive listing of account-related fees, special service fees, and additional details, log in to online or mobile banking to view our Deposit Account Agreement or Business Deposit Account Agreement.
Non-Sufficient Funds occur when there isn’t enough money in your account to complete a payment. If this happens, we’ll simply reject the payment — and we won’t charge you a fee.
Truliant's Early Pay program lets you access your money up to two days before your payday on Automated Clearing House (ACH) direct deposits. You don't need to sign up or opt-in: Early Pay is a free and automatic service we provide to our members. See more details here.
Acceptable forms of identification:
Driver’s license (state or U.S. territory issued)
Driver’s license learner permit (state or U.S. territory issued)
Or call the Benefits Service Center at 866-298-3686, Mon – Fri, 8:30 a.m. – 5:00 p.m. ET for assistance with registration and activation.
Money Access and Everyday Banking Perks:
One-time overdraft fee waiver (per calendar year)
Early Pay — Get your paycheck up to 2 days early
Low-cost standard Truliant checks — Only $10 per order
Surcharge-free ATMs — Access to 80,000 ATMs worldwide that waive their fees for our members
Free ATM withdrawals, even outside Truliant
We are proud to offer fewer fees at a lower cost compared to many other financial institutions. Below are our current fees for Essentials Plus Banking:
General Charges
Fee Type
Fee Amount
Monthly maintenance
$7.50
Waived with any of the following:
1) Monthly Direct Deposit ≥ $500, or
2) Average Monthly Checking Balance ≥ $1,500, or
3) Average Monthly Deposit Relationship ≥ $5,000
Order checks
Standard Truliant Checks = $10.00
Official check, payable to third party
$5.00/check
Wire transfer (incoming)
$10.00 Domestic or International
Wire transfer (outgoing)
$25.00 Domestic, $35.00 International
Overdraft Charges
Fee Type
Fee Amount
Balance Backup* and Balance Backup+** overdraft protection
$28.00/transaction (limit of six service charges per day) - 1 fee waiver per calendar year
Deposit account overdraft protection transfer service charge
$3.00 (limit once daily)
Line of credit overdraft protection transfer service charge
$3.00 (limit once daily)
*Balance Backup service charge occurs anytime we cover overdrafts caused by check, recurring transaction, or other transaction made using checking account or debit card number.
**Balance Backup+ service charge occurs anytime we cover overdrafts caused by debit card or ATM transactions.
For a comprehensive listing of account-related fees, special service fees, and additional details, log in to online or mobile banking to view our Deposit Account Agreement or Business Deposit Account Agreement.
