Poughkeepsie, NY – April 5, 2010
HVFCU Financial Services at Hudson Valley Federal Credit Union (HVFCU) announced today that Carol Felter has been promoted to Producing Sales Manager. In her new position, Carol is responsible for providing training and sales support to HVFCU Financial Services Financial Consultants at branch offices in Poughkeepsie, Arlington, Hyde Park, Pleasant Valley, and Kingston. Carol will continue working with members as Senior Financial Consultant at the credit union’s Arlington branch.
Ms. Felter has been with HVFCU Financial Services since 2005. During that time, she has been instrumental in helping members plan for a more secure financial future. As an HVFCU Financial Services Senior Financial Consultant, Carol is experienced in the areas of Portfolio Review, Retirement Planning, Asset Management, Estate Planning, and College Education for individuals and businesses.
She is certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
Ms. Felter is well-known in the Hudson Valley. Her financial analysis and consumer education could be heard for five years on the syndicated radio talk show “Money Matters.” In 2006, Carol was recognized by the New York State Health Facilities Association for her work in the local community and was awarded the Volunteer of the Year award.
Ms. Felter is currently enrolled in the CFP Program, CERTIFIED FINANCIAL PLANNER™. The CFP Board is a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP Board establishes and enforces education, examination, experience and ethics requirement for CFP.
Securities and insurance products offered through LPL Financial and its affiliates.
Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.