Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP®. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement planning, comprehensive financial analysis and more.
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“We are thrilled that Carla Hooker has joined our outstanding team of financial advisors. With her background in offering financial and investment services through Fortune 500 firms and within the North Carolina financial industry, Carla brings unique perspectives and significant value to our members,” said Piedmont Advantage’s President and CEO Dion Williams.
Hooker has nearly 20 years of financial planning experience, specializing in retirement planning, portfolio management, life insurance, disability income insurance and long term care insurance. She earned a bachelor’s degree magna cum laude in business administration from Gardner-Webb University in Boiling Springs and an associate degree in marketing and retail from Forsyth Technical Community College in Winston-Salem.
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A resident of Walnut Cove, Hooker also is a CERTIFIED FINANCIAL PLANNER™ professional from the Certified Financial Planner Board of Standards, Inc.
Piedmont Advantage’s investment solutions are available through CUSO Financial Services
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