MEMBERS Insurance and Investments Names Harris Financial Advisor of the Month
Randall W. Harris, CFP®, ChFC, has recently been named the MEMBERS Insurance and Investments Financial Advisor of the Month from CUNA Mutual Group.
Financial Advisor of the Month recognition is awarded to those individuals who demonstrate sales success with MEMBERS Financial Services and a passion for meeting the investment and insurance needs of their clients. Advisors are nominated and selected for their impact on customers and ability to inspire and motivate others.
Harris is a financial advisor with the Ascend Retirement and Investment Services Program* located at Ascend Federal Credit Union, and he acknowledges the team of dedicated professionals at Ascend FCU as key to his success.
In today’s ever-changing economy, financial planning with the aid of a knowledgeable professional is more important than ever. Harris provides financial services on a wide range of issues including savings and investing, employer retirement plans and distribution options, retirement income planning, insurance protection, taxation changes and estate planning.*
Harris lives with his wife and their family in Bell Buckle. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and is past President of the Middle Tennessee Chapter and also a member since 2000 of the Million Dollar Round Table (MDRT). He can be reached at Ascend Federal Credit Union at 931-454-1307 or 800-342-3086, extension 1307.
Ascend Federal Credit Union is a full-service financial institution with 17 financial centers in Middle Tennessee. Federally insured by the NCUA, membership is limited.
*Representative is not a tax advisor or legal expert. For information regarding your specific tax situation, please consult a tax professional. For legal advice, including discussions on estate planning, consult your attorney.
MEMBERS Insurance & Investments is the marketing name for products offered by CMFG Life Insurance Company and other leading carriers. 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.
November 25, 2014