Westerly Community Credit Union Expands Investment Services
The Board of Directors and Staff of the Westerly Community Credit Union would like to congratulate Wendy Gencarelli, Financial Services Manager at WCCU's Dunn's Corners Branch, on receiving her Series 6, Series 63, and Life and Health Insurance licenses. She is now a registered representative of CUNA Brokerage Services, Inc. and a licensed insurance agent that can help members select from a variety of investment and protection vehicles including: mutual funds, 529 plans, fixed annuities, and life insurance.
Wendy has been with WCCU for over 12 years and this additional training will enhance her ability to help the membership achieve financial success. She will now maintain a dual role as both a Financial Services Manager, and a new partner for Wayne Lagasse, Vice President, Wealth Management, within our current Members Financial Services program.
“We are proud of Wendy for her commitment in becoming a registered representative and licensed insurance agent,” said Steve White, President/CEO of Westerly Community Credit Union. “This expansion of our current Members Financial Services program will offer our membership additional resources when they need assistance planning for their future.”
For more information on WCCU’s retirement and investment services, please visit Westerly Community Credit Union online at www.westerlyccu.com or call them at 401-596-7000.Go to main navigation