Carla Hooker, Senior Financial Advisor

Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new senior 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.

“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.

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.*

*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 the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Piedmont Advantage has contracted with CFS to make non-deposit investment products and services available to credit union members.

01 Nov 2021

Community

Headquartered in Winston-Salem, North Carolina, and founded in 1949 within the aviation industry, Piedmont Advantage Credit Union (PACU) serves member-owners, who reside, work, worship, attend school or operate a business in one of the six counties it serves in North Carolina or who are employed by one of its many employer companies. These six counties are Davie, Forsyth, Guilford, Iredell, Mecklenburg and Rockingham.