WEST JORDAN, Utah, Jan. 24, 2018 (GLOBE NEWSWIRE) -- Mountain America Credit Union is proud to announce that Stephen Skokos and Michael Blackham have been recognized among the nation’s “Top 100 Bank Advisors” for 2017 by Bank Investment Consultant (BIC), a leading information source for bank and credit union financial advisors.
BIC’s annual Top 100 list recognizes successful bank and credit union advisors from throughout the country who have excelled in a number of key areas, including growth in the assets they serve. Mountain America contracts with LPL Financial, Inc., one of the nation’s leading diversified service companies and the largest independent broker-dealer*, to offer wealth management services.
Stephen Skokos is a Wealth Advisor serving the Cedar City, St. George and Kanab areas. He has been with Mountain America since 2008. Skokos is a graduate of the University of Utah, where he received a bachelor of science in economics. In 2014, after meeting their rigorous credentialing standards, Stephen was recognized as a Certified Financial Planner® by the Certified Financial Planner Board of Standards, Inc. He works with his clients to evaluate their complete financial picture and assists in bringing it in line with their future goals.
Michael Blackham is a Wealth Advisor serving Salt Lake Valley. He has worked in financial services since 2002, and joined Mountain America in 2006. Michael studied at Brigham Young University and the University of Utah, earning a bachelor of arts degree in economics. Michael’s extensive wealth management experience has allowed him to become an effective problem solver, providing insights into key disciplines: investment management, income distribution strategies, defined contribution plans, wealth preservation and estate planning services.
“I congratulate Stephen and Michael for earning this recognition,” says Mountain America’s Vice President of Wealth Management Chad Waddoups. “The Wealth Management team is proud to have such talented team members who truly put our members’ needs first.”
The full Bank Investment Consultant Top 100 Bank Advisors list can be found online.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Mountain America Credit Union deposits and are not FDIC/NCUA insured. These products are not obligations of Mountain America Credit Union and are not endorsed, recommended or guaranteed by Mountain America Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. Mountain America Federal Credit Union and Mountain America Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.
Bank Investment Consultants and LPL Financial are not affiliated.
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
About Mountain America Credit Union
With more than 720,000 members and $7 billion in assets, Mountain America Credit Union assists members on the right path to help them identify and achieve their financial dreams. Mountain America provides consumers and businesses with a variety of convenient, flexible products and services, as well as sound, timely advice. Members enjoy access to secure, cutting-edge mobile banking technology, 89 branches across five states, thousands of shared-branching locations nationwide and more than 50,000 surcharge-free ATMs. Mountain America—safely guiding you forward along your financial journey. Learn more at macu.com.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to approximately $566 billion in brokerage and advisory assets as of Oct. 31, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of Sept. 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 41,000 retirement plans with an estimated $137 billion in retirement plan assets. Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,500 employees with primary offices in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.
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