SWBC Investment Services partners with InvesTex Credit Union
SAN ANTONIO, TX (July 26, 2017) — SWBC Investment Services is pleased to announce the addition of financial advisor Jason Stepanik, CIMA®, at InvesTex Credit Union. Stepanik will work exclusively with InvesTex members to create and monitor their personalized financial plans.
Stepanik can offer members a wide array of products and services including retirement income planning, financial planning, mutual funds, stocks, bonds, annuities, life insurance, college savings plans, and long-term care insurance.
“We are pleased to have Jason working with our organization and feel confident our members will appreciate his expertise in assisting them in reaching their financial goals,” said Debra Weir, CCUE, Executive Vice President, InvesTex Credit Union.
“I work with each member as if they were my own family,” said Stepanik. “My goal is to create lasting relationships built on exceptional client service.”
Stepanik has more than 20 years of financial services experience. Prior to joining SWBC, Stepanik was the Regional Director for Legg Mason Global Asset Management and the Regional Director for Delaware Investments. He received his Bachelor of Business Administration in Economics and Statistics from Baylor University. He holds FINRA Series 7, 63, 66, 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.