One-to-One Personalized Service
Allegacy is pleased to provide an exceptional personal financial program for our members: Allegacy Wealth Management.
The goal of Allegacy Wealth Management is to enable our members to optimize their financial affairs by providing analyses of individual financial situations and guiding members to specialists in the areas of investment, trust, insurance, credit services and banking.
Allegacy Wealth Management works closely with the Investment Representatives of Allegacy Investment Group, available through CUSO Financial Services, L.P. (CFS), our broker dealer. The Investment Representatives can assist you in reviewing additional financial products and services.
The focus of our Allegacy Wealth Management program is to provide one-to-one, personal service for qualified members, in order to strengthen our relationship with those members.
Please meet our Relationship Managers:
NAPOLEON RICHARDSON, JR.
RELATIONSHIP MANAGER
336.774.2645 direct, 336.774.2891 fax
nrichardson@allegacyfcu.org
• B.A. Degree, Accounting, North Carolina State University
• 20 years financial services industry experience, includes: 5 years Personal Banker/Neighborhood Revitalization Mortgage Loan Specialist; 2 years Loan Administrator; 6 years Branch Manager; 2 years Executive Market Banker
• Training in consultative sales strategy and relationship building
•Participant in Connecting with People relationship seminar
• Graduate of Dale Carnegie Sales Advantage Course
• Graduate of Leadership Connections, Winston-Salem
• Member, Board of Directors—Mediation Services of Forsyth County
• Member—Alpha Pi Lambda Chapter, Alpha Phi Alpha Fraternity Inc.
• Member—Greater Winston Kiwanis Club
• Steering Committee—March of Dimes
• Board of Trustees—Red Bank Baptist Church
• Volunteer, Meals-on-Wheels of Senior Services, Inc.
• Volunteer, Career Mentoring Program of Kennedy Middle School
• In his free time, Napoleon enjoys traveling, swimming, and reading.
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JOE KELLY
RELATIONSHIP MANAGER
336.774.2841 direct, 336.766.2630 fax
jkelly@allegacyfcu.org
• Licensed Financial Specialist (Series 6 and 63 licensed)
• North Carolina Life, Accident, Health Insurance licensed
• 4 years' affluent client banking experience
• 4 years' business banking experience
• 20 years' combined sales and management experience
• Mortgage and Loan Specialist
• North Carolina, Forsyth County Notary Public
• Business Administration, Oswego State University, Oswego, NY
• AS, Corning Community College, Corning, NY
• Completed course work in Identity Theft Protection
• Graduate of Toastmasters
• In his free time, Joe enjoys spending time with his wife and two children and coaching our future athletes.
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We urge you to contact Napoleon or Joe and allow them to provide you with the personal assistance you need with your financial situation.
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