LEXINGTON, S.C.--CUNA Brokerage Services has named Rick Addy as their newest Financial Advisor for SAFE Federal Credit Union.
A graduate of Furman University, Addy has over 20 years of experience in the financial services industry and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2001. He is experienced in a wide variety of investment services including 401(k) planning, trust services, education funding, and insurance planning.
“Like CUNA Brokerage Services, Inc., SAFE Federal Credit Union is committed to helping others achieve financial wellness above all else,” said Addy. “I’m looking forward to serving SAFE’s members and helping them feel confident in their financial plans.”
“SAFE is pleased to introduce Rick Addy to our members in the Lexington area,” added President and CEO Michael Baker. “His expertise will help our members achieve their goals while adding tremendous value to our MEMBERS Financial Services Program.”