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An industry veteran since 1998, Thad credits his success to understanding his client’s needs and interests. He joined Georgia’s Own Investment & Retirement Services after 5 years at Merrill Lynch where he won top accolades. In his subsequent years here, he has been named to the President’s Council, voted by peers to the prestigious Senior Advisor Leadership Team (SALT), and helped launch Georgia’s Own Investment & Retirement Services program from its inception in 2003.
Thad has a strong history of working with credit union members, their family and friends. He customizes strategies that meet three key financial goals: 1) wealth accumulation during working years, 2) security and independence during retirement, and 3) transfer of assets in the most advantageous way. Thad is a Registered Representative of LPL Financial, member of FINRA/SIPC, and a licensed insurance agent.
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*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Georgia’s Own Credit Union and Georgia’s Own Investment and Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Georgia’s Own Investment and Retirement Services, and may also be employees of Georgia’s Own Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Georgia’s Own Credit Union or Georgia’s Own Investment and Retirement Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |