Team reaches important milestone reflecting
commitment to helping clients by providing investment strategies
and solutions.
LIVE
OAK, Texas, May 16, 2024
/PRNewswire/ -- RBFCU Investments Group, a financial advisory
practice of Ameriprise Financial Services, LLC, has announced that
they've reached an important milestone. They now help clients
invest and manage more than $1
billion in client assets. The team hopes to continue growing
this figure as more people discover the benefits of comprehensive
financial planning.
This milestone reflects the team's commitment to
providing investment strategies and solutions with the
same degree of care that Randolph-Brooks Federal Credit Union
(RBFCU) offers its members.
"From the outset, our financial advisors and support staff have
demonstrated a deep appreciation for the role we play in helping
credit union members — and non-members — advance their financial
goals," said James Herring, Vice
President of CUSO Operations and RBFCU-affiliated companies.
Herring added that he is proud that RBFCU Investments Group
reached this milestone with the enhanced technology and investment
solutions Ameriprise Financial provides.
"This achievement reflects our holistic approach to financial
advising, with more and more clients not only expressing
satisfaction with the support we provide but also entrusting us
with the honor of continuing to serve them over the years," said
Terence F. Powell, Jr.
AIF®, Investment Program Manager.
"The $1 billion mark is an
important milestone," said Edward
Bronnenberg, Senior Vice President of CUSO Operations, "but
it represents more of an achievement than the dollar figure alone
would suggest. All our stakeholders — from staff and credit union
colleagues to clients and our Ameriprise Financial partners — have
something to celebrate with this news. I hope they all know how
grateful we are to have them meet this milestone with us. We're
honored and delighted to share one of our biggest moments."
About RBFCU Investments Group
Established in 2001, RBFCU Investments Group is a
full-service financial advisory practice dedicated to helping
people achieve their financial goals. The investment program
comprises 18 financial advisors, including a wealth
management team, who together help clients manage more than
$1 billion in combined brokerage
assets.
RBFCU Investments Group serves more than 4,000 clients at 62
branch locations throughout Texas.
Disclosures
Investment products are not insured by the FDIC, NCUA or any
federal agency, are not deposits or obligations of, or guaranteed
by any financial institution, and involve investment risks
including possible loss of principal and fluctuation in
value.
Ameriprise Financial Services has a partnership with this
financial institution to provide financial planning services and
solutions to clients. The financial institution is not an
investment client of Ameriprise but has a revenue sharing
relationship with us that creates a conflict of interest. Details
on how we work together can be found
on ameriprise.com/sec-disclosure.
Ameriprise Financial cannot guarantee future financial
results.
RBFCU Investments Group is a financial advisory practice of
Ameriprise Financial Services, LLC.
Ameriprise Financial and the financial institution are not
affiliated.
Investment advisory products and services are made available
through Ameriprise Financial Services, LLC, a registered investment
adviser.
Securities offered by Ameriprise Financial Services, LLC.
Member FINRA and SIPC.
Media Contact: Salvador
Guerrero
Vice President - Corporate Communications & Public
Relations
sguerrero@rbfcu.org
210-637-4287
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SOURCE Randolph-Brooks Federal Credit Union