Financial Investment Representatives
Neal G. Davis, Senior Investment Advisor
- Active Securities Licenses (Series 7 and 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS*), our broker dealer
- State Securities Registrations - VA, MD, NC, MI, OH, WA
- Life Insurance licensed
- LongTerm Care Insurance licensed
- 19 years experience in financial services
- B.A, Hampden Sydney College, Farmville VA and a M.S. in Accounting and Taxation, Old Dominion University, Norfolk, VA
AREAS OF SPECIALIZATION:
- Retirement planning
- 401(K), TSP & 403 (B) Plan Rollovers
- Mutual Funds
- Traditional & Roth IRA's
- Wealth Transfer Strategies
- Estate Planning Strategies
Contact me at: 757-523-5368 or Susie Knotts 757-523-5389
David Robinson, Financial Representative
- Active Securities Licenses (Series 6 and 63) registered through CUSO Financial Services, LP. (CFS*), our broker dealer
- State Securities Registrations - VA, DE, NH, OH, CA
- Life Insurance licensed
- 20 years experience in financial services
- B.S. in Business Administration from Seton Hall University, South Orange NJ
AREA'S OF SPECIALIZATION
- Retirement planning
- 401(K), TSP and 403(B) Plan Rollovers
- Mutual Funds
- Traditional and Roth IRA's
Contact me at (757) 523-5375 or Susie Knotts 757-523-5389
Troy Perry, CFP®
- Active Securities Licenses (Series 7 & 63) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS*), our broker dealer
- Licensed Prinicipal (Series 10 & 24)
- State Securities Registrations - VA, NC, MD, KY, GA, DE, FL, MI, SC, NM, OH
- 13 years experience in financial services
- B.S. & Masters Degree in Business Administration from VCU, Richmond, VA
- Certified Financial PlannerŪ since 1996
AREAS OF SPECIALIZATION:
- Retirement planning
- 401(K), TSP & 403 (B) Plan Rollovers
- Mutual Funds
- Traditional & Roth IRA's
- Wealth Transfer Strategies
- Estate Planning Strategies
Contact me at: 757-523-5383 or Susie Knotts 757-523-5389
*Products and Services offered through CUSO Financial Services, L.P., (CFS), are: not NCUA or NCUSIF insured, not credit union guaranteed and may lose value, Investment Representatives are employees of ABNB Federal Credit Union and registered through CFS. ABNB is in partnership with CFS (Member FINRA/SIPC).
