N. Charleston, S.C. – 3/14/2023
South Carolina Federal Credit Union has hired a new advisor for South Carolina Federal Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*.
Charlis Wright has joined Investment Solutions, through CFS*, as a financial advisor to serve clients in the Columbia area. In this role, Wright will provide strategic financial management solutions to clients interested in planning for retirement, building wealth, transferring assets to future generations, and more.
Previously, Wright worked for Edward Jones Investments as a Financial Advisor, where she assessed the financial needs of over 200 clients, and assisted with making decisions on investments and insurance. She holds her Series 7 and 66 licenses and an insurance license to sell Life, Accident, and Heath, as well as Property and Casualty.
Wright is a Junior League Member and currently serves as the President of the Ridge View High School Parent Teacher Student Organization.
South Carolina Federal Credit Union has contracted with CFS* to make non-deposit investment products and services available to credit union members. The team of CFS* advisors help members plan for the future and achieve their long-term goals.