Tampa, FL S Dale Mabry Hwy Office
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Navy Federal Investment Services, LLC
Multi-team
Firm-wide stats for Navy Federal Investment Services, LLC
About
Navy Federal Investment Services (NFIS) serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm delivers advice primarily through managed advisory programs that incorporate third‑party portfolio managers, and it also provides planning and reporting through its investment adviser representatives.
NFIS structures client portfolios largely by selecting and monitoring third‑party portfolio managers on the Envestnet platform, with an investment committee conducting due diligence and quarterly reviews of managers and account activity. The firm supports layered solutions such as unified managed accounts, strategist and fund‑strategist portfolios, and optional overlays for tax or impact objectives, while also providing a digital automated ETF portfolio product for members who prefer an automated solution.
What distinguishes NFIS from many peers is its dual role as a registered investment adviser and a broker‑dealer affiliated with a banking/credit‑union group: many IARs are also registered representatives and licensed to sell insurance, and clients may implement recommendations through either advisory or commission‑based channels. The firm’s corporate ties — including a minority ownership stake in Members Trust Company (and a board role held by an NFIS executive) and clearing relationships that piggyback through third parties — create referral and operational arrangements the firm discloses and monitors as potential conflicts of interest.
Expertise
Location
4538 S Dale Mabry Hwy
Tampa FL 33611
Advisors at this office
3
Advisors at this office
William D
CFP®, ChFC®, Series 66
Tampa, FL
Navy Federal Investment Services, LLC
William Dale is a CFP®, ChFC®, and Series 66 professional with 20 years of industry experience. He currently serves as an advisor at Navy Federal Investment Services, LLC and has prior experience with USAA Life Insurance Company and USAA Investment Services Company. Dale is involved in several industry committees and boards, including the Financial Institution Insurance Council Committee, Procu Credit Union Association, and the Osaic Financial Institutions Advisory Board. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions primarily through managed advisory programs using third-party portfolio managers.
Mario T
Series 66
Tampa, FL
Navy Federal Investment Services, LLC
Mario Trevino is a financial advisor with Navy Federal Investment Services, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has worked with several firms including Merrill, Raymond James Financial, and Cetera Investment Services prior to joining Navy Federal in 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.
Matthew W
Series 63, Series 65
Tampa, FL
Navy Federal Investment Services, LLC
Matthew Waste is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Wings Financial Credit Union. Based in Tampa, FL, he has been with Navy Federal entities since 2023. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides both tailored and automated investment solutions.
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