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
**Investment products and services offered through CUSO Financial Services, L.P. (CFS*), an independent broker/dealer, are not NCUA/NCUIF insured, not Credit Union guaranteed, and may lose value. Representatives are employed by ABNB Financial, a wholly owned subsidiary of ABNB Federal Credit Union, and registered through CFS*. (Member FINRA/SIPC)
