TULLAHOMA – Ascend Federal Credit Union today announced the promotion of Joshua Wells to associate financial advisor on the Ascend Retirement and Investment Services wealth management team. In his new role, Wells will develop and execute wealth management and financial plans for members in the Manchester, McMinnville and Franklin County locations.
“Josh is a valued member of the Ascend family,” said Caren Gabriel, CEO of Ascend Federal Credit Union. “His passion for helping people achieve their financial goals, build net worth, and plan for retirement will make wealth planning easier and more accessible to our members.”
A financial professional with Ascend for more than 14 years, Wells previously held positions as a sales assistant and member service representative.
“I look forward to helping credit union members plan for their financial future,” said Wells. “I am thankful for this opportunity to provide a safe and comfortable place for members to learn about their options for investing and retirement.”
Wells earned a bachelor’s degree in business administration from Middle Tennessee State University. In addition, he is designated as a Chartered Retirement Planning Counselor (CPRC) by the College for Financial Planning.
Ascend Retirement and Investment Services offers experienced, knowledgeable professionals to help Ascend members build a strategy that works for their desires and goals. Ascend Retirement and Investment Services advisors can assist with evaluating and establishing asset protection through insurance needs analysis, accumulating future assets such as saving and investing for education and retirement, and managing wealth to assist in legacy and estate conservation. Experienced, knowledgeable professionals help members build a tailored financial roadmap that works within their individual life goals. Learn more at https://ascend.org/retirement-and-investing/retirement-and-investment-planning.
Representatives of the Ascend Retirement and Investment Services are registered, securities are sold, and advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all 50 states of the U.S. The CFP certification marks are not affiliated with CUNA Brokerage Services, Inc.
About Ascend Federal Credit Union
With more than 233,564 members and more than $3.5 billion in assets, Ascend Federal Credit Union is the largest credit union in Middle Tennessee and one of the largest federally chartered credit unions in the United States. Based in Tullahoma, the member-owned financial institution offers banking, loan, retirement and investment services from its 28 branches, more than 55,000 free ATMs worldwide, online banking portal and mobile app. The credit union’s mission is to serve by offering financial literacy education and giving back to its community in a variety of ways — including being the naming rights sponsor of Ascend Amphitheater, downtown Nashville’s premier open-air live music venue at Metro Riverfront Park. Ascend is federally insured by the National Credit Union Administration. For more information, visit ascend.org.
