Allegacy Federal Credit Union opens fourth Charlotte area financial center in Indian Trail

Celebrants included political and Union County leaders welcoming Allegacy as community resource.

CHARLOTTE, NC (January 25, 2024) — Allegacy Federal Credit Union celebrated the grand opening of its Indian Trail Financial Center with a ribbon-cutting event on Wednesday, January 24 (307 Unionville-Indian Trail Rd.). The new location is the fourth financial center to open in Greater Charlotte in two years.

“As one of North Carolina’s largest credit unions, Allegacy continues to invest in the growth of the Charlotte area. We wholeheartedly believe in the power of community, our employees, and a strong culture of wellbeing,” said Allegacy’s President and CEO, Cathy J. Pace. “We continually strive to be a valued resource for the communities we serve, like Indian Trail. In fact, our local Allegacy teammates have jumped into this community with both feet including partaking in WinterFest, signing on as the presenting sponsor of Family Fun Day on June 3, partnering with local nonprofit Common Heart and becoming active members of the Union County Chamber.”

The credit union also presented a check to Common Heart to support the non-profit’s Getting Ahead Program and mark the beginning of the new partnership. “I’m proud to be part of Allegacy and see our support for a local organization that is near and dear to my heart,” said Indian Trail Financial Center Manager, Melissa Garcia. “Common Heart has made a positive impact on my family and for that, I am incredibly grateful. Our team is excited and ready to serve the people of Indian Trail!”

Among the event guests were:

Cathy J. Pace, Allegacy’s President and CEO
David Cohn, Indian Trail’s Mayor
Dean Arp, North Carolina House Representative for the 69th District
Nick Halmrast, Charlotte Regional Representative for Senator Thom Tillis’ office
Justin Somers, Regional Director for Senator Ted Budd’s office
Melissa Merrell, District Director for the office of Congressman Dan Bishop
Pat Kahle, Phillip Faust, and Sydney Baker from Union County Chamber
Rashard Johnson, Seth Goldwire, Matt Roden, Shawn Spohn and Maria Shannon from Atrium Health
Nathan Lane, Lindsey Dowling, and Spears Goodlett, from the Carolinas Credit Union League
Elizabeth Carpenton and Keith Adams from Common Heart
Allegacy Executive Management team, and Allegacy’s Charlotte leadership team

About Allegacy Federal Credit Union

For 57 years, Allegacy Federal Credit Union has helped its members, employees, and the communities it  serves be their best by helping all make smart financial decisions. Allegacy is one of the largest credit  unions in North Carolina, serving more than 173,000 members worldwide with $2.2 billion in assets and  more than $1.5 billion in assets under management in Allegacy Investment Group, offered through CUSO  Financial Services, LP. With roots in Winston-Salem, Allegacy has 19 locations across the Triad and  Charlotte areas, and nine high school student-run credit unions. Allegacy offers personal and business  financial services to its members, including the employees, retirees, and families of more than 5,000  companies throughout the country. To learn more, visit


Melody Owens

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