Truliant names Nadler director of Financial Advisors
WINSTON-SALEM, NC (October 17, 2016) — Truliant Federal Credit Union has named Robert Nadler director of the Financial Advisors Located at Truliant.
In this role, he will lead the Financial Advisors team as they provide members-owners with financial planning, investment and insurance options tailored to their unique needs.
Nadler has more than 20 years of experience in wealth and investment management in the Mid-Atlantic, Southeast and Triad markets.
Most recently, he served as a director of sales with a regional bank. Nadler brings an extensive background in the financial services industry from his work in companies throughout the Greensboro, Charlotte, and Raleigh markets.
He moved to investments and wealth management in the early 1990s and has since managed various brokerage programs.
Nadler is a graduate of the University of North Carolina at Greensboro and completed the Graduate School of Banking at Louisiana State University. He holds several Financial Industry Regulatory Authority (FINRA) licenses.
Nadler resides in Greensboro with his wife Evelyn. He is a committee member of the University of North Carolina at Greensboro Alumni Association, and additionally serves as committee advisory board member with Camp Don Lee.
About Truliant Federal Credit Union
Truliant is a mission-driven, not-for-profit financial institution that improves lives by providing great service and straightforward financial solutions. Truliant was chartered in 1952 and now serves 316,000+ members. Truliant has more than 35 Member Financial Centers in North Carolina, South Carolina and Virginia.
Financial Advisors At Truliant
The Financial Advisors Located at Truliant is a Credit Union Service Organization, or CUSO, that helps Truliant members understand retirement planning, IRAs, mutual funds, estate planning and many other investment and insurance products. Its advisor services help members achieve their goals; address needs, concerns and unique situations; and help members make the right long-term decisions. Additional service areas include education funding advisement, annuities, wealth management and tax-managed investing, and life and long-term care insurance.
