WINDSOR LOCKS, Conn. —LPL Financial and 360 Federal Credit Union congratulate Laura DePergola, a financial consultant with the credit union’s 360 Investment Center, for being recognized as a Rising Star by Bank Investment Consultant (BIC), a leading information source for bank and credit union financial advisors.
“On behalf of 360 Federal Credit Union and 360 Investment Center, we commend Laura on receiving this industry achievement,” said Robert Aresti, CEOof 360 Federal Credit Union. “Laura has a true appreciation for the work she does and the impact she can have on our members’ lives and financial futures. She takes the time to listen and understand members’ financial goals, creates a tailored path for members to work toward those goals and also provides the financial education to support their journey. We are proud of the service excellence she provides and the contributions she has made to the Credit Union’s investment program.”
BIC evaluated qualitative data to select their eight Rising Stars, including age and experience—institution-based advisors had to be younger than 30 or have less than five years of industry experience—and ways they have demonstrated characteristics that indicate ongoing success as a financial advisor.
Arthur Osman, LPL executive vice president, Business Consulting, said, “We congratulate Laura for being recognized for her contributions to the industry. She is a shining example of the value a trusted financial advisor can bring to an investment program and the institution’s members. We are proud to support Laura and the 360 Federal Credit Union investment program team and wish them continued success.”