SECU Financial Partners Launches, Providing a Holistic Financial Planning Strategies

June 17, 2021

BALTIMORE (June 17, 2021) — SECU Financial Partners announced its launch today in support of the financial needs and goals of credit union members through its new wealth management services.

“SECU Financial Partners professionals focus on providing a holistic approach to financial planning,
which offers an increased collaborative partnership between advisor and credit union member in support
of their overall financial and personal goals,” said Jim Mellendick, vice president of SECU Financial
Partners. “The intent is to better reflect the different components of financial wellness and to then work
together to create a personalized financial plan that addresses credit union member’s needs, goals and
areas in need of further attention.”

Through professionals at SECU Financial Partners, credit union members are able to create a plan tailored to their individual life stage, starting with financial accumulation and continuing through retirement and ultimately legacy planning. We offer access to financial planning, investment management, risk management and guided wealth portfolios. The approach leverages a financial planning model that uses a 360-degree financial lens of the lives of each individual credit union member.

SECU Financial Partners boasts more than 76 years of collective experience through its team of knowledgeable
financial consultants. Learn more about SECU Financial Partners by visiting:

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

See the original press release (opens in new window).

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