Jackson joins Truliant Financial Advisors as Senior Advisor for Upstate, S.C.
WINSTON-SALEM, N.C. (Feb 20, 2025)— Truliant Federal Credit Union is pleased to announce that Donna Panton Jackson, Senior Financial Advisor, is joining Truliant Financial Advisors offered through CUSO Financial Services, L.P. (“CUSO”).
Truliant Financial Advisors partners with CUSO to offer straightforward and objective financial guidance to Truliant Federal Credit Union members. Donna will focus on the Upstate South Carolina and the south-central and western North Carolina Piedmont regions.
Jackson is the first dedicated CUSO financial professional to assist Truliant Financial Advisors (TFA) in South Carolina. The TFA program offers a range of services to help clients pursue their financial and investing goals, including financial planning, portfolio management, retirement strategies, education savings, insurance options, and estate planning.
“Donna believes in focusing on the fundamentals. She brings a holistic and practical approach to helping clients,” said Tiffany Lam-Balfour, director of the Truliant Financial Advisors program. “Her three decades of experience in the financial industry shows a deep commitment to guiding clients through their journey to help them reach their financial goals.”
The addition of Jackson follows Truliant's expansion in the Upstate S.C. market. The credit union recently added its fifth branch in the region.
Jackson is available for appointments at several Truliant branches, including Cherrydale, Mauldin, Pelham Road, Greer, Easley, and Boiling Springs in South Carolina and Gastonia and Shelby in North Carolina. She will also meet with some clients in Charlotte branches, as needed.
Jackson holds multiple securities licenses, including the FINRA Series 7, 63, and 65, and is a licensed insurance agent. Jackson can be contacted at (336) 293-2049 or via email at [email protected]. To learn more about Jackson and connect with her, visit the Truliant Financial Advisors Website at https://advisors.truliantfcu.org/team/donna-panton-jackson.
About Truliant Financial Advisors
Through CUSO Financial Services, L.P., Truliant Financial Advisors (“TFA”) offers comprehensive financial planning, investment, insurance, and estate planning services. TFA helps clients create personalized financial plans to preserve and manage their assets and work toward financial security. CUSO advisors prioritize their clients' financial objectives when developing each plan and providing sound financial solutions.
FOR MORE INFORMATION:
Contact: Heath Combs
[email protected]
(o) 336-293-2054 (c) 336-442-5736
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide investment advice. CFS is a subsidiary of Atria.
