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“We are thrilled that Carla Hooker has joined our outstanding team of financial advisors. With her background in offering financial and investment services through Fortune 500 firms and within the North Carolina financial industry, Carla brings unique perspectives and significant value to our members,” said Piedmont Advantage’s President and CEO Dion Williams.

As a member of the investment solutions team, Carla provides financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement planning, comprehensive financial analysis and more.

Carla has nearly 20 years of financial planning experience, specializing in retirement planning, portfolio management, life insurance, disability income insurance and long term care insurance. She earned a bachelor’s degree magna cum laude in business administration from Gardner-Webb University in Boiling Springs and an associate degree in marketing and retail from Forsyth Technical Community College in Winston-Salem.

A resident of Walnut Cove, Hooker also is a CERTIFIED FINANCIAL PLANNER™ professional from the Certified Financial Planner Board of Standards, Inc.

For additional background information on Carla, please refer to the FINRA BrokerCheck.

Schedule a no-obligation appointment to meet Carla today!

Contact Information

 

*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.

Headquartered in Winston-Salem, North Carolina, and founded in 1949 within the airline industry, Piedmont Advantage Credit Union (PACU) now serves member-owners, who reside, work, worship or attend school in one of the 13 counties it serves in North Carolina or who are employed by one of its many employer companies. These 13 counties are Bladen, Brunswick, Columbus, Cumberland, Davie, Duplin, Forsyth, Guilford, Iredell, Mecklenburg, New Hanover, Pender and Rockingham. A nonprofit cooperative financial institution, PACU has 10 branches throughout its service regions and employs a workforce of over 120.

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