“My goal is to provide confidence to our members as they go through the different stages of their financial journey.” -Michael Westbrook
As a part of the customized caring solutions that Piedmont Advantage Credit Union provides our members, we are proud to have Michael Westbrook, RICP®, on the team as the Financial Advisor at Piedmont Advantage Investment Solutions, available through CUSO Financial Services, L.P. (CFS)* Michael has over ten years of experience in financial advising. He also has twenty-five years of sales experience in the healthcare industry. Michael acquired his bachelor’s degree from the University of South Carolina and transitioned into investment services where he could focus on helping people plan for their dreams.
Michael is FINRA Series 7 and 66 licensed. He is also a licensed life, health, and long-term care insurance agent.
Michael and his wife, Lee, have been married for over thirty-five years and are the proud parents of three grown daughters, one grand-daughter and three grand-dogs.
Michael is also an active member of his Kiwanis chapter and the local chapters of the University of South Carolina Booster Club and Alumni Association.
- Series 7 – Securities Representative
- Series 66 – Uniform Combined State Law
- NC, FL, GA, IL, OK, SC and VA Insurance License – Life, Health, and Long-term Care
Retirement Income Certified Professional (RICP) through The American College of Financial Services
- University of South Carolina
- American National Bank/Raymond James Financial Services
- Merrill Lynch (Greensboro)
Schedule a no-obligation appointment to meet Michael and gain valuable information on financial planning topics that include:
- 403b and 401k Rollover Options
- Social Security & Medicare Strategies
- Guaranteed Income Planning for Life
- 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.