South Carolina Federal Advisor Recognized for Outstanding Performance in Investment Services


N. Charleston, S.C. – 11/10/2020
South Carolina Federal Credit Union today announced that Colm Bailey, an Investment Advisor with CUSO Financial Services, L.P. (CFS)*, earned the Bronze Pacesetter Award, which honors the top-producing registered representatives among over 200 investment programs.

Bailey was recognized for generating significant revenue while providing high quality investment and retirement planning services to South Carolina Federal members.

“We congratulate Colm on this esteemed accomplishment and are so proud of the outstanding service he has provided to our clients over the years,” said Meg Grier, Investment Operations Program Manager with CFS*. "We hold ourselves to incredibly high standards for member service, and Colm exceeds those expectations in every client interaction he has.”

Bailey has been with Investment Solutions through CFS* since 2012 and has more than 11 years of financial service industry experience, including previous positions at Merrill Lynch and Smith Barney. He graduated from the Dublin Institute of Technology's School of Humanities.

This annual awards program recognizes leading financial advisors for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to clients.

*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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.