SWBC Investment Services partners with Credit Union of Texas
SAN ANTONIO, TX (July 15, 2019) — SWBC Investment Services is pleased to announce that it has partnered with Credit Union of Texas (CUTX) to oversee the development and management of its investment program. Based in the Dallas/Ft. Worth metroplex, CUTX has over $1.4 billion in assets and serves more than 142,000 members across the country.
“We are excited to partner with CUTX and help round out their member services,” said Norbert Fabre, Senior Vice President of Business Development for SWBC Investment Services. “We look forward to playing an integral role in CUTX’s growth.”
“With SWBC Investment Services now available through CUTX, our members will have a full slate of investment options available to them, including access to their own financial advisor,” said CUTX President and CEO Eric Pointer. “Supplementing our traditional savings offerings of IRAs and CDs, this is another means by which we can help our members reach their financial goals.”
With this partnership comes the addition of SWBC’s newest Financial Advisor, Alejandro Sierra. He will work to ensure his clients’ financial plans align with their expectations and goals. Sierra’s role is to offer CUTX’s members access to a full range of investments, securities, insurance, asset management, financial & estate planning, and fixed income solutions, including IRAs, 529 College Savings Plans, Common and Preferred Stocks, Mutual Funds, Long-term Care & Disability, Advisory Services, and Retirement and College Planning.
Sierra has 17 years of financial services experience. Prior to joining SWBC earlier this year, he spent eight years with J.P. Morgan Chase Bank. Sierra attended Swarthmore College and holds FINRA Series 7 and 66.
About SWBC
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.
About Credit Union of Texas (CUTX)
For almost 90 years, Credit Union of Texas has been providing financial services to members throughout North Texas. Living out its vision to deliver an unexpected experience, CUTX has grown to over $1.4 billion in assets and now serves more than 142,000 members through its branch network. Membership is open to anyone who lives, works or attends higher education in the Dallas-Fort Worth metroplex and surrounding areas. For more information about CUTX, visit www.cutx.org.
