Binghamton, NY – Visions Federal Credit Union is pleased to announce that its investment division, *Visions Wealth Management, is growing. This is thanks to a new partnership with the talented team from +Covenant Wealth Advisors, a division of Visions Wealth Management (Covenant Wealth Advisors). The group consists of Financial Advisors Kevin Ekstrom, CFP®, Nick Millard, ChFC®, CLU®, Chip Williamson, CFP®, Esq., and Administrative Associate Wendy Weintraub, who each bring years of experience in their fields.
This merger brings together two organizations that share a deep commitment to client service, integrity, and community-focused financial guidance, and marks another important step in the continued expansion of services available through Covenant Wealth Advisors and Visions Wealth Management, located at Visions Federal Credit Union.
Ekstrom, Millard, and Williamson founded Covenant Wealth Advisors in 2009 after working together under Equitable Advisors, previously known as AXA Advisors. After formalizing a partnership between the three in 2004, they left AXA in 2007 to go independent, adding Weintraub to their repertoire along the way. Unwilling to compromise on their beliefs and the way they run their business, the Covenant Wealth Advisors team has been and will continue to be hard-set on providing the best possible service for their clients.
The Visions Wealth Management team recognized this strong alignment of values demonstrated by the Covenant Wealth Advisors team. “We were particularly impressed by their diversified skill sets, their dedication to serving their clients, and the positive impact they strive to make every day,” said Jeff Thatcher, CFP®, Managing Director of Visions Wealth Management. “Their approach closely reflects the core values of Visions Wealth Management, making this partnership a natural fit.”
The Covenant Wealth Advisors team regards Visions Wealth Management with a similar respect. “Our main goal was to find a business partner with similar ideals and a client-first philosophy who could help us ensure that what we have built continues beyond our individual careers without compromising our core tenets,” said Williamson. “Visions Wealth Management held those exact standards we were looking for.”
By joining Visions Wealth Management, the team from Covenant Wealth Advisors aims to enhance the breadth and depth of services available to an increased number of clients while continuing to deliver personalized, qualified financial counsel. This collaboration underscores Visions’ ongoing commitment to providing exceptional wealth management solutions to as many members and clients as possible across all the communities they serve.
About Visions
Visions Federal Credit Union is a not for profit financial institution completely owned by its members. Established in 1966, Visions proudly serves over 250,000 members in communities throughout New Jersey, New York, and Pennsylvania. Services include banking as well as auto, home, personal, and business loans. Visit www.visionsfcu.org for more information. Federally insured by NCUA. Equal Housing Lender.
* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Visions Federal Credit Union (VFCU) and Visions Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Visions Wealth Management, and may also be employees of VFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VFCU or Visions Wealth Management. Securities and insurance offered through LPL and its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposit or Obligations | May Lose Value
+Advisory services are offered through LPL Financial (LPL), a registered investment advisor. Visions Federal Credit Union (VFCU) and Covenant Wealth Advisors a division of Visions Wealth Management (Covenant) are not registered as an investment advisor. The Financial Advisors of LPL offer products and services using Covenant and may also be employees of VFCU. These products and services are being offered through LPL, which is a separate entity from, and not an affiliate of, VFCU or Covenant. Securities are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
Your Credit Union Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
Tracking # 1117426-01-03
