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Point Breeze Credit Union welcomes two new financial advisors to the MEMBERS Financial Services team
Eric Edwards and Roy Hottel will offer retirement, investment and insurance planning services to Point Breeze members
HUNT VALLEY, MD (April 24, 2018) — Eric Edwards and Roy Hottel have joined MEMBERS Financial Services located at Point Breeze Credit Union as financial advisors.
Edwards has over a decade of experience providing financial consulting and investment guidance. Hottel has worked as a financial consultant for over 30 years helping clients grow and protect their wealth. Both Edwards and Hottel are registered representatives of CUNA Brokerage Services, Inc. and licensed representatives of CMFG Life Insurance Company. At Point Breeze Credit Union, Edwards and Hottel will help members reach their financial goals through tailored investment and insurance planning.
“Our members work hard to earn their money and we want to help them manage it wisely and make it last throughout their lifetime,” said Bernie McLaughlin, CEO of Point Breeze Credit Union. “We are thrilled to have Eric and Roy join the MEMBERS Financial Services team here at Point Breeze and serve as a valuable resource to help our members set their long and short-term financial goals.”
MEMBERS Financial Services offers guidance to Point Breeze members by providing individualized financial analysis to assist them in making informed decisions for their financial future.
Edwards is an active member in the community and has assisted with the Baltimore City Special Olympics and provided financial literacy education at Helping Up Mission and Christopher’s Place. He also previously served in the United States Marine Corps as a training coordinator. Edwards received his Bachelor of Science in Business Administration and Marketing from the University of Phoenix.
Hottel was born and raised in Annapolis and grew up on the Chesapeake Bay. He currently serves as a Board Member for the Chesapeake Environmental Center and the Chesapeake Bay Savers, where he works to help make the Bay healthier and safer for everyone. Hottel earned his Bachelor of Arts in Economics from St. Mary’s College of Maryland.
To learn more about MEMBERS Financial Services located at Point Breeze Credit Union, visit https://www.pbcu.com/Investmen
*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 Point Breeze Credit Union 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.
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