Burlington, VT – Jean Giard, President and CEO of Vermont Federal Credit Union, is pleased to announce that Kyle Nicholls has joined the Credit Union as the new Financial Advisor
Vermont Federal Credit Union is pleased to announce they have hired a new financial advisor for Vermont Federal Investment Services. Kyle Nicholls, an investment representative registered through broker-dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS)*, specializes in helping clients manage the financial dynamics associated with preserving, growing, and transferring wealth to the next generation.
Prior to joining the credit union, Nicholls served as a Financial Advisor at Northfield Savings Bank. He holds a B.S. from the University of South Carolina and has his FINRA Series 7 and 66, and life insurance licenses.
“We gladly welcome Kyle to Vermont Federal Investment Services,” said Kimberly Brown, Vice President of Retail Services. “He brings superior talent and experience to our investment department so we can continue to provide top tier wealth management services to our members.”
A resident of South Burlington, Nicholls lives with his wife, Jennifer, their son, Liam, and dog, Zoe. Nicholls enjoys golfing, skiing and hiking, and currently serves on the Board of Directors for Special Olympics Vermont as well as serving as the President for the South Burlington Rotary Club.
Vermont Federal Credit Union is a $900 million-plus full-service, not-for-profit, cooperative financial institution that has served Vermonters for more than 70 years, with eight locations currently serving over 50,000 members. Members are part of a cooperative, meaning they share ownership in the Credit Union and elect a volunteer board of directors. Vermont Federal Credit Union provides membership to anyone who lives, works, worships, or attends school in all of Vermont. Vermont Federal Credit Union is committed to supporting its communities and helping Vermonters prosper, no matter where they may be on life’s journey. Learn more about Vermont Federal Credit Union.
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to financial institutions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com or www.sorrentopacific.com.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Download a PDF version of this press release here.
Contact:
Lori Crowley
V.P. of Marketing
Vermont Federal Credit Union
80 Midas Drive
South Burlington, VT 05403
(802) 658-0225 x 1312
lcrowley@vermontfederal.org
