Secure Savers Credit Union Hires New CFS* Investment Advisor

N. Charleston, S.C. – 3/14/2023
Secure Savers Credit Union has hired a new advisor for Secure Savers Credit Union Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*.

Charlis Wright has joined Investment Solutions, through CFS*, as a financial advisor to serve clients in the Columbia area. In this role, Wright will provide strategic financial management solutions to clients interested in planning for retirement, building wealth, transferring assets to future generations, and more.

Previously, Wright worked for Edward Jones Investments as a Financial Advisor, where she assessed the financial needs of over 200 clients, and assisted with making decisions on investments and insurance. She holds her Series 7 and 66 licenses and an insurance license to sell Life, Accident, and Heath, as well as Property and Casualty.

Charlis' passion for financial well-being and dedication to her clients made her the ideal candidate for this role. She brings a significant value to our members and will be an excellent addition to our team," said Joe Grech, President of SCF Solutions, LLC. "Whether you are just getting started or are a seasoned investor, it's important to work with someone who acts as your assistant, advocate, and advisor, and we're thrilled to have found that in Charlis.

Wright is a Junior League Member and currently serves as the President of the Ridge View High School Parent Teacher Student Organization.

Secure Savers Credit Union has contracted with CFS* to make non-deposit investment products and services available to credit union members. The team of CFS* advisors help members plan for the future and achieve their long-term goals.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.