1. Michael Westbrook
Financial Advisor
CUSO Financial Services, L.P. (“CFS”)
Piedmont Advantage Credit Union
Direct: 336-744-8578
Mobile: 336-712-5678
mwestbrook@pacu.com
Your financial goals are an important matter to us at
Piedmont Advantage Credit Union. As a part of the
customized caring solutions that Piedmont Advantage
offers our members, we are proud to introduce
Michael Westbrook to the team as the new Financial
Advisor at Piedmont Advantage Credit Union, provided
by CUSO Financial Services, L.P.
Michael has six years of experience in financial advising.
He also has twenty-five years of sales experience in the
healthcare industry. Michael acquired his Bachelor’s
degree from the University of South Carolina and
transitioned into investment services where he could
focus on helping people plan for their dreams.
Michael is FINRA Series 7, 66, and 9 licensed. He is also a
licensed life, health, and long-term care insurance agent.
Michaelandhiswife,Lee,havebeenmarriedforalmost
thirty-twoyearsandaretheproudparentsofthreegrown
daughters,twosons-in-law,andtwogranddogs.Michael
andhisfamilyenjoytravelingandcookingtogether.
Michael is also an active member of his Kiwanis chapter
and the local chapters of the University of South
Carolina Booster Club and Alumni Association.
We encourage you to contact Michael for your
investment solution needs.

2. Schedule a no-obligation appointment to meet
Michael and gain valuable information on financial
planning topics that include:
• 403b and 401k Rollovers
• Mutual Funds
• Fixed, Variable and Index Annuities
• Life & Long Term Care Insurance
• Retirement and Business Services
Non-deposit investment products and services are offered through
CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer
(Member FINRA/ SIPC) and SEC Registered Investment Ad­visor.
Products offered through CFS: are not NCUA/NCUSIF or otherwise
federally insured, are not guarantees or obliga­tions of the credit
union, and may involve investment risk including possible loss of
principal. Investment Representatives are registered through CFS.
The Credit Union has contracted with CFS to make non-deposit
investment products and services available to credit union members.
“My goal is to provide confidence to our
members as they go through the different
stages of their financial journey.”
-Michael Westbrook
EDUCATION
• University of South Carolina
PREVIOUS EXPERIENCE
• American National Bank/Raymond James
Financial Services
• Merrill Lynch (Greensboro)
LICENSES
• Series 7 - Securities Representative
• Series 66 - Uniform Combined State Law
• Series 9 - Branch Securities
• Insurance License - Life, Health, and Long Term Care