Wealth Management

How Can FAIRWINDS Help?

The path toward financial freedom is a journey.
Our Wealth Management Team, available through CFS*, is here to take that journey with you every step of the way. Wherever you are in your planning for the future, we’ll provide you with objective investment advice and customized solutions from our full suite of products.
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Financial Advisors

Thomas W. Huddleston

Program Manager

CUSO Financial Services, L.P.

Felix Bartolomei

Financial Advisor

CUSO Financial Services, L.P.

Marcos Hernandez

Financial Advisor

CUSO Financial Services, L.P.

Tom Howell

Financial Advisor

CUSO Financial Services, L.P.

Kevin Masih

Financial Advisor

CUSO Financial Services, L.P.

Scott Perrone CRPC^®

Financial Advisor

CUSO Financial Services, L.P.

Eric Rivera CLU^®, ChFC^®

Financial Advisor

CUSO Financial Services, L.P.

Popular Services

401K Rollovers

Federal Thrift Savings Plans (TSP)

Florida Retirement System Rollovers

Retirement Solutions

College Funding Plans

Life Insurance

Estate Planning

Mutual Funds & Annuities

Objective Investment Advice

Money Tip #14

"Don’t buy anything impulsively."

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), 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. Fairwinds Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. - See more at: http://wealth.fairwinds.org/