Abound Credit Union welcomes Mark Philpott, expands investment team
RADCLIFF, KY (June 1, 2020) — Abound Credit Union (formerly Fort Knox Federal Credit Union) is pleased to welcome Mark Philpott as a new Retirement & Investment Advisor through its partnership with CUNA Brokerage Services, Inc. Mark will have his home office in Bardstown and will work with our current Financial Professional, Jeff Schriner, to assist members throughout our service area with their retirement and investment planning needs.
“The Abound Retirement & Investment Services Program has grown tremendously since it’s inception four years ago,” says Marc Prasch, Chief Member Experience and Operations Officer for Abound Credit Union. “Our membership has found great value in the investment expertise offered, which is why we’ve expanded the team to increase the program’s availability and serve more of our members.”
Mark brings vast knowledge and more than 25 years of experience to Abound Credit Union. He is a highly skilled professional who is well known for his extensive work providing various financial services like Mutual Funds, Annuities, Retirement & Investment solutions, and Insurance. He holds Series 7, 63, 65, 24 licenses and Kentucky Life, Accident & Health, Variable Life & Variable Annuity Insurance Licenses.
“I’m thrilled to join the Abound team and put my passion for helping people to work,” says Mark Philpott, Retirement & Investment Advisor. “The Credit Union’s culture and core values reflect my own and I look forward to conducting each interaction with integrity and an ‘always do what is right for the member’ approach to their investment needs.”
In addition to the Retirement & Investment Services Program, Abound Credit Union offers the educational Financial Sense newsletter and interactive retirement calculators on its website. Learn more at www.aboundcu.com.
Mark Philpott
About Abound Credit Union
Abound Credit Union, a leader in financial education, has been providing valuable banking solutions to help hardworking Kentucky families thrive for more than 70 years. Today, we have 18 locations, $2.1 billion in assets and over 130,000 military and civilian members. The Credit Union has been recognized for its leadership in financial education at the state and national level. Abound was named a Defense Community Champion 2023, ranked #15 Nationwide for Safety and Soundness by S&P Global Market Intelligence, and is one of the Best Places to Work in Kentucky for 2022, 2023, and 2024. It’s simple to become a Member, visit our website at www.AboundCU.com to see how you may be eligible.
About CUNA Brokerage Services, Inc.
The Abound Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Abound Credit Union Retirement & Investment Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.
