Bermuda Run, NC Office

Samantha Fowler 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 with Members Trust Company since 2025, as well as SECU Life Insurance Company and SECU Brokerage Services since 2022. Her background includes a decade at State Employees' Credit Union, where she serves as a Financial Advisory Services Specialist. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term, goals-based strategies. The firm operates within a credit union ecosystem and emphasizes low-cost index funds and ETFs, with salaried representatives who do not receive commissions.

Jonathan Stout is a financial advisor with Credit Union Investment Services in Bermuda Run, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has held roles at State Employees' Credit Union since 2009 and at Members Trust Company and Secu Life Insurance Company since 2014. Outside his advisory duties, he serves as a Financial Advisory Services District Manager for State Employees' Credit Union. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes long-term, goals-based advice using low-cost index mutual funds and ETFs and operates within a credit union ecosystem connected to various affiliated financial service entities.

Abby Drawdy is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has nine years of industry experience and has worked with Members Trust Company since 2019. Abby also serves as a financial advisory services specialist with State Employees’ Credit Union, where she has been employed since 2006, and as a life insurance agent for SECU Life Insurance Company since 2016. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm generally recommends low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.