SWBC Investment Services partners with Gulf Coast Educators Federal Credit Union
SAN ANTONIO, TX (February 7, 2017) — SWBC Investment Services is pleased to announce the addition of financial advisor Cesar Olivares at Gulf Coast Educators Federal Credit Union. Olivares will work to ensure his clients’ financial plans align with their expectations and goals. He is committed to fully understanding his clients’ short- and long-term needs. He can offer members a wide array of products and services including Mutual Funds, Annuities, 529 College Plans, IRAs & Roth IRAs, Insurance, and Long-Term Care and Disability.
“Cesar worked as a Gulf Coast Educators FCU employee ten years ago, so we are very excited to have him back, providing personalized investment services to our members,” said Eric Stegall, Senior Vice President, Operations at Gulf Coast Educators Federal Credit Union. “He comes with a wealth of knowledge that we are sure our member-owners will appreciate.”
Olivares has 14 years of financial services experience. Prior to joining SWBC in 2014, Olivares spent almost four years with Charles Schwab. He also worked as a financial consultant with H&R Block and Morgan Keegan. Olivares attended the University of Houston and holds FINRA Series 7 and 63 and Texas General Lines Life Insurance license.
As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of services, including insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world. No matter how wide its reach, SWBC always listens to its customers’ needs, analyzes their current situations, and recommends customized solutions. For more information about our innovative approach to personalized service, visit SWBC’s website at swbc.com.