“I am driven by my passion for serving our members so they can have confidence in their financial partner.” — Fitz McMurry
As a part of the customized caring solutions that Piedmont Advantage Credit Union provides our members, we are proud to have Fitz McMurry on the team as the Financial Advisor at Piedmont Advantage Investment Solutions, available through CUSO Financial Services, L.P. (CFS)* Fitz has over eight years of experience in the Financial Services industry and one year of investment experience. He acquired his bachelor’s degree from Appalachian State University and transitioned into the financial services industry, where he could focus on helping people plan for their dreams. Fitz is FINRA Series 7 and 66 licensed. He is also a licensed life, health and long-term insurance agent. Fitz and his wife, Ashley, have been married for over six years and are the proud parents of their daughter, Emerson.
We encourage you to contact Fitz for your retirement and investment solution needs.
- Series 7 – Securities Representative
- Series 66 – Uniform Combined State Law
- NC Insurance License – Life, Health and Long-Term Care
Appalachian State University
- Merrill Lynch
Schedule a no-obligation appointment to meet Fitz and gain valuable information on financial planning topics that include:
- 403b and 401k Rollover Options
- Mutual Funds
- Income Planning
- Life, Health and Long-Term Care Protection
- Customized Financial and Retirement Income Planning
- FINRA Broker Check
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Piedmont Advantage Credit Union has contracted with CFS to make non-deposit investment products and services available to their credit union members. Insurance products and services are offered through CFS Insurance and Technology Services, LLC.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.