Allegacy Federal Credit Union, one of the largest credit unions in North Carolina, announced three new financial advisors have joined Allegacy Investment Group. The organization provides comprehensive financial planning services and investment advice to individuals and businesses through its broker dealer, CUSO Financial Services, L.P. (CFS)
Terri Lynn Brown has a combined 30 years of financial, business, and consulting experience. She most recently operated an independent financial advising business in Advance, North Carolina. Brown earned her Bachelor of Arts from University of Missouri and her master’s degree from Webster University. She serves current and new members from the Clemmons financial center location and can be reached at (336) 774-2829.
Carla Hooker, CFP, is a certified financial planner professional with more than 20 years of experience in the financial service industry. She earned a Bachelor of Science degree from Gardner Webb University and is professionally licensed in North Carolina, Virginia and Georgia. She is based in the King Allegacy location and can be reached at (336)794-8464.
Brett Sneed is a CFS certified financial advisor based in the Winston-Salem Peacehaven and Stafford Village locations. He earned a Bachelor of Science degree from Appalachian State University and recently worked with a local investment firm creating investment strategy for clients in order to reach their long term goals. He can be reached at 336-774-2826.
“At Allegacy, we want our members to have the knowledge to chart a course to financial success, whatever goal that may be, big or small,” said Steve Franke, program manager, Allegacy Investment Group. “We are excited to add these three talented financial planners to help our members create a plan and accomplish their financial goals for every stage of life.”