David Robinson joins DATCU credit union’s financial services division
DENTON, TX (October 25, 2013) — DATCU Credit Union, a leading full-service credit union, announced that David Robinson has joined DATCU Financial Services. David joins the Credit Union through its alliance with broker/dealer INVEST Financial Corporation.
“We are very excited to have David join the team, “said Dale Kimble, President/CEO. “He will be a valuable asset to DATCU as we continue to grow and more importantly assist our members in reaching their long-term financial goals.”
David will join his brother Scott Robinson as a Financial Planner. Along with his experience, David brings outstanding customer relationship skills to this position. He will work with DATCU members to develop a plan that will take individuals from where they are now through retirement. He will answer questions about retirement, 401(k) pensions and rollovers, mutual funds and annuities, investment accounts, and other types of retirement plans. His focus will be to help members develop a specialized investment plan that is designed to meet their unique retirement needs.
Robinson is a graduate of the University of North Texas and holds a BBA in Business. He resides in McKinney with his wife and daughter. David’s primary office will be in DATCU’s Lewisville branch location. He can be reached at 972-906-8235 or at firstname.lastname@example.org. One does not have to be a member of DATCU to take advantage of their financial planning services.
DATCU Credit Union, founded in 1936, is a full-service, member owned, not-for profit financial institution celebrating seventy-seven years in North Texas. They have a long-standing tradition of superior service and currently serve about 74,000 members; Membership is open to anyone living or working in Denton, Cooke, Wise, Montague, or Clay Counties. All are invited to take advantage of the products and services the credit union offers.
To learn more about DATCU Credit Union or DATCU Financial Services, visit www.datcu.org.
David and Scott Robinson are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with DATCU Credit Union or DATCU Financial Services. Products offered are: * Not NCUA Insured * Not Credit Union Guaranteed * May lose value including loss of principal.