Bill Umphlett

Mr. Umphlett is the Executive Vice President of Financial Advisory Services, responsible for the IRA, Investment, Trust, Insurance, and Tax Preparation Services of State Employees’ Credit Union (SECU). He also serves as President of SECU’s wholly-owned RIA and Broker Dealer credit union service organizations. He holds an MBA from the University of North Carolina and a Masters in Trust and Investment Management from Campbell University. He is a Certified Financial Planner professional andan active Series 7/24 principal of SECU Brokerage Services.