ABNB Financial is pleased to welcome William Albert and Michelle Grant as financial advisors for ABNB Financial, a division of the credit union providing investment, retirement and financial planning services to members through CUSO Financial Services L.P. (“CFS”).* In their new roles, William and Michelle will provide financial advice on investment and insurance strategies for members interested in retirement planning, wealth building, asset transfer to future generations, and more.
“During this uncertain time, many in our community are realizing it is difficult to navigate the current economic environment. ABNB Financial remains committed to helping our members reach their financial goals by offering expert advice and educational resources,” said Charles A. Mallon, Jr., President and CEO of ABNB FCU. “With many years of experience in the financial services industry, our members will undoubtedly benefit from their level of expertise. We’re pleased to welcome William and Michelle to our growing team of financial advisors.”
William joins ABNB Financial available through CUSO Financial Services, L.P. with a passion for the financial services industry. In 2019, William earned his Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning, where he learned the entire retirement planning process. William helps members create a customized “road map” to retirement with specific, detailed conversations during his consultations to help meet members’ unique goals. William looks to develop lifelong relationships with ABNB’s members and their families through his thorough holistic planning approach. He holds his Series 7 and 66 securities licenses with CUSO Financial Services, L.P., as well as his Virginia Life and Health Insurance, Annuities, and Variable Contracts License.
Michelle has over 15 years of experience in the financial industry by helping members with their financial goals. She emphasizes on the importance of trust, honesty, and integrity when building lifelong relationships. Michelle collaborates with members to discuss their objectives and needs to tailor a personalized plan to achieve financial success. With a wide array of ways to nurture and foster our members’ financial health, Michelle holds Series 6, 63, and 65 securities licenses, as well as Virginia Life Health Insurance, Annuities, and Variable Contracts.
Michelle Grant
Wiliam (Billy) Albert