Press
TDECU enters into partnership with James E. Bashaw & Co. to enhance wealth management services
LAKE JACKSON, TX (March 2, 2014) — To further augment its ability to serve the wealth management needs of its members, TDECU has entered into discussions with James E. Bashaw & Co. (JEB&Co.) to expand and enhance the wealth management services offered to members. In addition to providing assistance to expanding TDECU’s retirement and estate planning services, JEB&Co. will also provide compliance and back office operational support.
“Our Wealth Advisors team has been very successful at helping our members plan and prepare for the future, and we want to take it to an even higher level as our members deserve the best,” said Stephanie Sherrodd, TDECU President and CEO. “Working with JEB&Co. will help make that happen much faster by combining our resources and talents.”
James E. Bashaw CEO of JEB&Co. added, “We are excited about the possibility of working with TDECU to serve their members. We believe our knowledge and skills will enhance what they offer to their members, providing access to a greater selection of financial products. What will not change is the commitment that both of our organizations share to providing the best service possible.”
In 2013, TDECU expanded its presence significantly in the Houston market with 18 branch locations available to serve those who live and work in the Greater Houston area. TDECU continues to expand and enhance the services that it provides to its members offering real estate, insurance, title and financial planning services in addition to its full line of traditional banking services.
About TDECU
Founded in 1955, TDECU is a not-for-profit financial cooperative with over 180,000 members and more than $2 billion in assets. TDECU currently has 40 service locations, including 33 branches, and offers a complete selection of convenient, innovative, and competitive products and services, including a full suite of deposit products as well as mortgage, auto and personal loan products, online and mobile banking. TDECU also offers, through its subsidiaries, retirement planning and wealth management, personal and business insurance products, and full title and realty services. Members can also access a nationwide network of over 55,000 surcharge-free ATMs. For more information visit TDECU.org or call 800.839.1154.