Sylva, NC Office

Thomas Clayton is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has 12 years of experience in the industry, working concurrently at Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory roles, he volunteers with Wreaths Across America. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisory representatives employed on a salaried basis rather than commission.

Steven Long is a financial advisor with Credit Union Investment Services in Sylva, North Carolina. He holds a Series 66 designation and has one year of industry experience. Prior to joining Credit Union Investment Services, he worked at Cambridge Investment Research, Inc. and has experience in various roles outside finance, including positions at Miller Well Drilling and Hilti North America. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost, no-load mutual funds and ETFs within a credit union ecosystem.