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Dixie M
Series 65, Series 63
Andrews, NC
Credit Union Investment Services
Dixie Morgan is a financial advisor at Credit Union Investment Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Members Trust Company since 2024 and at State Employees' Credit Union since 2013. Outside of her advisory roles, she manages a beekeeping business focused on honey production. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm operates within a credit-union ecosystem and emphasizes long-term, goals-based advice using low-cost mutual funds and ETFs.
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