WINSTON-SALEM, N.C. – Piedmont Advantage Credit Union is pleased to announce they have hired Michael Westbrook as their new financial advisor. Westbrook, an investment representative affiliated with broker dealer and Registered Investment Adviser CUSO Financial Services, L.P. (CFS) specializes in helping clients manage the financial dynamics associated with preserving, growing, and transferring wealth to the next generation.
Westbrook has more than six years of experience providing investment services and advice to families and businesses and twenty-five years of experience in the healthcare industry. He holds FINRA Series 7 and 66 licenses and is a licensed life, health, and long-term care insurance agent. He earned a Bachelor’s degree from the University of South Carolina.
“We gladly welcome Michael to the Piedmont Advantage Credit Union team,” says James Grenon, financial wellness program manager at Piedmont Advantage. “He brings exceptional talent and experience to our investment program so we can continue to provide top tier financial solutions to our members based on their needs and stages in life.”