Ascend Retirement and Investment Services Welcomes Rowe
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Ascend Retirement and Investment Services* at Ascend Federal Credit Union welcomes its newest financial advisor Gerald “Jay” R. Rowe, III.
Rowe brings more than six years of experience in the financial services industry to Ascend. His previous employers include Edward Jones, Fifth Third Bank, SunTrust Bank, Bank of America Merrill Lynch, and Old Hickory Credit Union. He has a master of business administration from Cumberland University and is currently pursuing a doctorate in business administration from Liberty University.
Since May 1, 1998, Ascend members have trusted Ascend Retirement and Investment Services* to help them plan for their financial future.
Ascend Retirement and Investment Services* can help members identify their major financial objectives and develop an investment plan; assist members with life insurance and long-term care needs; and help create a retirement plan. This service is offered at absolutely no initial cost or obligation to members of Ascend.
Ascend Retirement and Investment Services* has grown from one advisor and one part-time coordinator in 1998 to three advisors, one licensed assistant, and two coordinators serving thousands of members with more than $220 million in assets under management.
For more information or to make an appointment with an Ascend Retirement and Investment Services* professional, call 800-342-3086.
With more than $2 billion in assets and more than 185,000 members, Ascend is the largest credit union in Middle Tennessee and one of the largest federally chartered credit unions in the United States. The National Association of Federal Credit Unions (NAFCU) selected Ascend as the 2015 Federal Credit Union of the Year. Ascend is federally insured by NCUA.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.