Financial adviser named representative of the year
Published 12:00 am Friday, June 20, 2008
FRANKLIN—Leah-Beth Williams, a financial adviser at Bronco Federal Credit Union, registered through CUNA Brokerage Services Inc., has been named the 2007 Registered Member Financial Services Representative of the Year.
As an RMSR, Williams handles IRAs, annuities and term life insurance for members of Bronco. She assists members in retirement planning and investment options. In earning this award, Williams demonstrated her leadership to her peers and extraordinary dedication to her members as evidenced through her overall results from 2007.
When Williams began her career at Bronco Federal Credit Union in 2000, she brought with her more than 12 years of financial experience. Prior to her career at Bronco, Williams was a financial counselor for Family Services of Tidewater. Once employed by Bronco, she obtained her Registered Member Financial Services Representative license from CUNA and has been an rMSR for the past four years.
“CUNA Brokerages Services is proud to have Leah-Beth Williams as our top Registered Member Financial Services Rep of the Year,” said Micah DiSalvo, senior manager for Rep Support Services. “The level of passion and dedication she brings to her work are evident in the respect she has among her clients and colleagues as well as her accomplishments in the field.”
CUNA Brokerage Services provides broker dealer services to nearly 400 credit unions nationwide. Working onsite at credit unions, financial advisors provide members with comprehensive financial services from simple transactions to complex financial planning and wealth management services.
CUNA Mutual Group is the leading provider of financial services to credit unions and their members worldwide.