St. Cloud Financial Credit Union Introduces Robert Felix, Financial Advisor
Thursday, March 7, 2019
Market Leader Joins St. Cloud Financial Investment Team
St. Cloud Financial Credit Union - ST. CLOUD, Minn. (March 7, 2019) - St. Cloud Financial Credit Union is proud to introduce Robert Felix as a new Financial Advisor for the St. Could Financial Investment Services Team. In partnership with Cetera Advisor Networks LLC, Mr. Felix will work with credit union members to help them achieve financial success through investment planning and strategies. He has extensive experience in the financial industry, spanning over 18 years in the securities industry, as well as over 15 years of lending experience.
Mr. Felix attended St. John’s University and the University of Phoenix, where he pursued a pre-engineering and finance career path. Recently working as a Financial Advisor, he decided to make a career change to the credit union industry to align with his passion of relationship building and helping people. “I want members to feel confident in their financial future, and by getting to know them as a person first I can offer better guidance along the way. St. Cloud Financial shares in this philosophy and I have enjoyed becoming a part of the culture!” stated Felix.
Sarah Mason, Executive Vice President/Chief Administrative Officer for St. Cloud Financial Credit Union, was pleased the recruitment process resulted in finding Mr. Felix, “Bob was clearly the best candidate for our Investment Team. His personal philosophies of relationship building and financial wellness for people are well aligned to our culture and values. Bob has been a great addition to our team!” stated Mason.
Mr. Felix was born and raised in St. Cloud and enjoys giving back to the local community. He has been a school board member at St. Elizabeth for five years, as well as a volunteer coach for St. Cloud Parochial Athletic Association (PAA). He is married with two children and enjoys spending his free time canoeing, golfing, playing volleyball and singing back-up in a band. “I have met wonderful people in my short time at St. Cloud Financial and am excited to have the opportunity to work with and meet more members,” stated Felix.
The views stated in this press release are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results.
About St. Cloud Financial Credit Union: St. Cloud Financial Credit Union is a not-for-profit financial cooperative founded in 1930. Currently, with over 19,000 members and over $175 million in assets, the credit union is proud to serve members in Central Minnesota with branches in St. Cloud and Sartell (Sauk Rapids to open spring of 2019). The organization prides itself on making a meaningful difference for members and their local communities.