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Community First Credit Union CFS Advisor Recognized for Outstanding Performance in Investment Services

By: Maria Coppola, APR, CPRC

Posted on 10/24/2018 12:00:00 PM

Mark Fitzmorris earns Gold Pacesetter Award for 13th year in a row

JACKSONVILLE, Fla., – Oct. 24, 2018 – Community First Credit Union announces that Mark Fitzmorris, a registered representative affiliated with broker dealer and Registered Investment Adviser with CUSO Financial Services (CFS), earned the 2018 Gold Pacesetter Award at the CFS 2018 Annual Conference, recently held in San Diego, California. The award honors the top-producing registered representatives among the more than 200 investment programs administered by CFS. Fitzmorris has been ranked a Gold Pacesetter for the past 13 consecutive years.

Fitzmorris is credited with generating significant revenue while providing high quality investment and retirement planning services to Community First clients. Mark has served Community First members for 14 years.

“We congratulate Mark on his accomplishment and are proud of the continued outstanding service he has provided to our clients over the years,” said John Hirabayashi, CEO and president of Community First. “We honor his hard work and commitment to our members. Fitzmorris’ knowledge, experience and dedication to quality customer service are an inspiration to all of us who strive for excellence in our profession.”

The annual awards are presented by CFS to recognize leading financial advisors for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to clients. In addition to earning another Gold Pacesetter Award, Mark is a member of the CFS Hall of Fame after being inducted in 2015. Induction into the Hall of Fame identifies its member advisors as an elite group of high-caliber professionals.

In addition to financial planning and investment services, available through CFS, Community First Credit Union is a full-service member-owned financial institution that offers consumer, home and auto loans, deposit services and online banking services as well as commercial loans, services and products.

Community First Credit Union of Florida is a state-chartered credit union based in Jacksonville serving anyone who lives or works on the First Coast. Community First is one of the 10 largest credit unions in the state, serving more than 133,000 members and with assets of $1.6 billion. Community First has 19 locations and 300 employees. A not-for-profit, Community First is a full-service financial institution offering banking, loans, mortgages and investments for consumers and businesses throughout the First Coast.

For more information visit www.CommunityFirstFL.org

About CUSO Financial Services, LP and Sorrento Pacific Financial LLC

CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to over 200 financial institutions throughout the country, with $30+ billion in AUA. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.  For more information, see www.cusonet.com or visit their LinkedIn pages: CFS and SPF.

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Contact: Maria Coppola, APR, CPRC | 904-312-3321 |maria@coppolapr.com

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. Community First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.