Joseph Herron Joins Citadel Wealth Management Team
Herron Joins Team as New CFS* Senior Financial Advisor
EXTON, Pa. — Citadel has announced Joseph Herron joined its Wealth Management team available through CUSO Financial Services, L.P. (“CFS”)* as Senior Financial Advisor. Joseph comes to Citadel from TD Ameritrade, where he managed close to $250 million in assets. Joseph will serve customers out of the Harleysville, Lansdale, Warminster, East Norriton, and West Norriton offices.
“Citadel focuses on best-in-class customer service and provides an ideal platform through which I can assist a significant member base,” says Joseph. “I’m looking forward to partnering with the branch staff to provide the best customer experience in the market.”
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.
“Joseph adds variety to our team and brings impressive experience that will benefit our members and staff,” said Jim McCrudden, vice president, Citadel. “I’m thrilled he has joined us, and am pleased to see he has already formed significant partnerships with Citadel members.”
Joseph 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 available through CFS, 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.
**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.
***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.
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.