SWBC Investment Services is pleased to announce the addition of financial advisor Jason Stepanik, CIMA®, at InvesTex Credit Union. Stepanik will work exclusively with InvesTex members to create and monitor their personalized financial plans.
Stepanik can offer members a wide array of products and services including retirement income planning, financial planning, mutual funds, stocks, bonds, annuities, life insurance, college savings plans, and long-term care insurance.
“We are pleased to have Jason working with our organization and feel confident our members will appreciate his expertise in assisting them in reaching their financial goals,” said Debra Weir, CCUE, Executive Vice President, InvesTex Credit Union.
“I work with each member as if they were my own family,” said Stepanik. “My goal is to create lasting relationships built on exceptional client service.”
Stepanik has more than 20 years of financial services experience. Prior to joining SWBC, Stepanik was the Regional Director for Legg Mason Global Asset Management and the Regional Director for Delaware Investments. He received his Bachelor of Business Administration in Economics and Statistics from Baylor University. He holds FINRA Series 7, 63, 66, and Texas General Lines Life Insurance license.