Baltimore, Maryland (May 13, 2021) — Today, SECU Financial Partners announced that Jonathan Wasey has joined the firm as an LPL Financial Advisor. Wasey is a CERTIFIED FINANCIAL PLANNER™ professional with more than 24 years of experience in the financial services industry.
Specializing in complex financial services, Wasey will serve as an integral member of the SECU Financial Partners team where he will focus on fostering and providing a holistic approach to financial planning.
“We are excited about the future of SECU Financial Partners as we continue to build a team of knowledgeable financial consultants,” said Jim Mellendick, Vice President of SECU Financial Partners. “Jon brings the experience, skills and values that will help transform our approach to the advisor-client relationship and reinforce our commitment to client service.”
As an accomplished professional within the Baltimore–Washington metropolitan area, Wasey joins SECU Financial Partners from BB&T, now Truist, where he spent 10 years as a wealth advisor working with high net worth clientele providing an array of financial services. Before joining BB&T, Wasey worked with SunTrust for more than nine years as a client advisor in the medical and legal specialty field, assisting attorneys and doctors with financial planning, investment management, and business services. Prior to working with SunTrust, Wasey partnered with American Express Financial Advisors, now Ameriprise Financial, for more than five years to develop a thriving investment advisory practice with a focus on portfolio management. Wasey is a graduate of Penn State University and also holds an executive certificate in financial planning from Georgetown University’s center for professional development.
“It’s exciting to collaborate with a new team of professionals who each offer a personalized perspective to the financial advisor experience,” said Wasey. “As a Maryland native, I’m so grateful for the opportunity to support clients in my hometown market and surrounding communities. I look forward to meeting SECU members and working with each of them individually to help them pursue their financial dreams.”
About SECU Financial Partners
Launched in 2021, the financial consultants at SECU Financial Partners provide an inclusive, holistic approach to financial planning, which offers a partnership between advisor and credit union members in support of their overall financial and personal goals.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SECU and SECU Financial Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SECU Financial Partners, and may also be employees of SECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SECU or SECU Financial Partners.