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McCreary becomes a member of investment management consulting at Raymond James
ROCKLIN, CA (June 8, 2015) — Financial Advisor Michael McCreary was recently selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James. The Institute was developed to help Financial Advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other Financial Advisors.
The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
McCreary attended a three-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. The curriculum culminated in an examination that required advisors to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, McCreary earned the designation of Investment Management Consultant.
About Addison Avenue Investment Services
Addison Avenue Investment Services is the recognized investment services program of First Tech Federal Credit Union. Initially launched in 1998 to serve the investment needs of Hewlett-Packard employees, Addison Avenue Investment Services has grown to the largest credit union investment program in the nation, with Raymond James Financial advisors managing $3.04 billion in assets for First Tech’s 380,000 members. There are more than 30 Raymond James Financial Advisors operating in 40 First Tech branches across eight states.
Raymond James Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services.
Registered branch address: 1011 Sunset Blvd, Rocklin, CA 95765. Phone: 855.744.8585.
About First Tech Federal Credit Union
First Tech Federal Credit Union is a $7.35 billion institution headquartered in Mountain View, Calif. It is the nation’s premier credit union serving the world’s leading technology-oriented companies and their employees, including HP, Microsoft, Agilent, Intel, CISCO, Amazon, Nike, CH2M HILL, Intuit, Google and more. First Tech is recognized as the industry catalyst for delivering effortless banking experiences to its 400,000 members through its 40 branch locations, more than 5,000 CO-OP Shared Branch locations, 30,000 CO-OP Network ATMs and 286,000 ATMs nationwide. First Tech offers a full range of banking services, including traditional banking, mortgage, financial planning and insurance services. For more information, visit firsttechfed.com.