Ascend Retirement and Investment Services Appoints Kristy Harris as Associate Financial Advisor
July 11, 2023 – Ascend Federal Credit Union announced today the promotion of Kristy Harris to associate financial advisor on the Ascend Retirement and Investment Services (ARISe) wealth management team.
In her new role, Harris will develop and execute retirement and investment plans for members in the Murfreesboro, Columbia and Spring Hill locations.
“Kristy is a valued member of the Ascend Retirement and Investment Services family,” said Janet Wooten, Ascend Federal Credit Union Assistant Vice President of Retail Investment. “We are excited to have Kristy in this new role as her experience, knowledge and expertise will provide our members with access to professional investment services and products in the areas she will serve.”
Previously, Harris served as a sales assistant at Ascend Retirement & Investment Services. In this role, she assisted financial advisors with member needs, opening accounts, trades and scheduling.
I am thankful for this opportunity to step into my new role as associate financial advisor and help members plan for their financial futures,” said Harris. “I look forward to contributing to Ascend Retirement and Investment Service’s continued growth and being located at one of the most-loved financial institutions in Middle Tennessee.”
Harris earned her Bachelor of Business Administration from Middle Tennessee State University. In addition, she is designated as a Chartered Retirement Planning Counselor (CPRC) by the College for Financial Planning.
Ascend Retirement and Investment Services offers experienced, knowledgeable professionals or representatives to help Ascend Federal Credit Union members build a strategy that works for their desires and goals. Ascend Retirement and Investment Services professionals or representatives 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. The professionals or representatives help members build a tailored financial roadmap that works within their individual life goals. Learn more at https://ascend.org/
Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ascend Federal Credit Union and Ascend Retirement & Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascend Retirement and Investment Services, and may also be employees of Ascend Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascend Federal Credit Union or Ascend Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Ascend Federal Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay Ascend Federal Credit Union for these referrals. This creates an incentive for Ascend Federal Credit Union to make these referrals, resulting in a conflict of interest. Ascend Federal Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/
About Ascend Federal Credit Union
With more than 265,000 members and more than $4 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, Tenn., the member-owned financial institution offers banking, loan, retirement and investment services from its 27 branches, more than 55,000 free ATMs worldwide, digital banking portal, and mobile app. The credit union’s mission is to serve by offering financial literacy education and giving back to its communities in a variety of ways. Ascend is federally insured by the National Credit Union Administration. For more information, visit ascend.org.
FR-3856095.1-1021-1123
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