St. CLOUD, Minn.--St. Cloud Financial Credit Union has named Robert Felix Financial Advisor for the St. Could Financial Investment Services Team.
In partnership with Cetera Advisor Networks LLC, Felix will work with credit union members to help them achieve financial success through investment planning and strategies. He has extensive experience in the financial industry, spanning over 18 years in the securities industry, as well as over 15 years of lending experience, the CU said.
Felix attended St. John’s University and the University of Phoenix, where he pursued a pre-engineering and finance career path. Recently working as a Financial Advisor, he decided to make a career change to the credit union industry to align with his passion of relationship building and helping people. “I want members to feel confident in their financial future, and by getting to know them as a person first I can offer better guidance along the way. St. Cloud Financial shares in this philosophy and I have enjoyed becoming a part of the culture!” stated Felix.
“Bob was clearly the best candidate for our Investment Team. His personal philosophies of relationship building and financial wellness for people are well aligned to our culture and values. Bob has been a great addition to our team!” said Sarah Mason, Executive Vice President/Chief Administrative Officer.