Jared Stanley, CERTIFIED FINANCIAL PLANNER™, Joins Citadel Wealth Management Team
Stanley Joins Citadel as CFS* Senior Financial Advisor
EXTON, Pa.— Citadel has announced Jared Stanley, CERTIFIED FINANCIAL PLANNER™**, has joined Citadel’s award-winning Wealth Management team available through CUSO Financial Services, L.P. (“CFS”)* as Senior Financial Advisor. Jared joins the Citadel team from Vanguard, where he managed $350 million in assets. Jared will serve customers out of the Oxford, Thorndale, South Coatesville, and Chadds Ford branch locations.
“Citadel has built exceptional customer loyalty in our local communities and equipped its advisors with the tools needed to deliver sound financial advice. I’m looking forward to working with Citadel customers to help enhance their financial lives,” says Jared. “My passion is helping people navigate the complicated environment of investments, insurance, and estate planning. I’m excited to bring that passion to Citadel’s customer base.”
Citadel’s Wealth Management Team currently manages $724 million in assets for customers. The CFS-registered* team has been recognized by various publications such as Philadelphia Magazine and Bank Investment Consultant.*** The group offers various financial planning services including estate and wealth transfer services, IRA rollover assistance, and retirement planning.
“Jared will bring unique experience and perspective that will be of extreme value to his new clients and Citadel customers,” said Jim McCrudden, vice president, Citadel. “We are very excited to have him join the Citadel team.”
Jared is already in the process of meeting with his new clients at Citadel, and he is planning for his first seminar on Retirement Planning in 2018.
To learn more about Citadel’s Wealth Management team, visit CitadelBanking.com/Invest.
*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 Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*****Bank Investment Consultant is a national magazine that provides advisors with information and analysis. The ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, such as assets under management, trailing 12-month production; percentage growth in assets under management from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to assets under management.
Five Star Professional is an independent third party research firm. The Five Star award is not indicative of an individual’s performance. Inclusion on the Five Star list should not be construed as an endorsement by Five Star Professional or Philadelphia Magazine. Visit FiveStarProfessional.com for information on research/selection methodology.
Citadel provides banking, investments, and insurance services to more than 200,000 customers and 250 companies. At over $3 billion in assets, it is one of the area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. Citadel ranked first in the 2016 Callahan & Associates Return of the Member scoring index among all credit unions in the nation, and was named one of the best performing credit unions in the nation by SNL Financial. For more information, visit CitadelBanking.com.