Mountain America Investment Services Adds Terrell M. Pickett to Wealth Advisor Team

Mountain America Investment Services recently added Terrell M. Pickett to its team of wealth advisors. He will provide credit union members with financial planning and investment services while helping them identify the strategies to achieve their financial dreams. 

"Mountain America Investment Services wealth advisors help guide credit union members’ financial goals and bring clarity to issues related to the often complex financial landscape," said Chad Waddoups, program manager at Mountain America Investment Services. "Terrell has a proven track record of guiding individuals in the pursuit of their financial dreams, and we are excited that credit union members get to work with him on financial issues they may not have thought about and with services they didn’t have access to previously.” 
 
Mountain America Investment Services wealth advisors help members of all experience levels plan for a variety of financial circumstances including income and savings, retirement, college, estate planning and more.  “Mountain America Investment Services understands that proper long-term financial planning takes time, skill, discipline and confidence,” said Pickett. “I look forward to working with our members to build strategies that will help them achieve their financial dreams.”  Prior to joining Mountain America Investment Services, Pickett worked for Wells Fargo. At Mountain America, he’ll work with credit union members in branches located in West Valley, Magna and Kearns, Utah. 
 
Pickett has more than 16 years of experience in the financial services industry and earned his Series 7 certification and Series 66 certification through LPL Financial and holds insurance licenses. 
 
In addition to his passion for finance and helping clients achieve their financial dreams, Pickett is an avid outdoorsman. In his spare time, he enjoys fly fishing, hunting, snowboarding, scuba diving and soccer. He is also an accomplished ceramic artist and potter.
 
For more information about Mountain America Investment Services or to schedule an appointment with Pickett, visit macu.com/investments.
 
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer.** We serve independent financial professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide independent guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
 
**Based on total revenues, Financial Planning magazine June 1996-2021  

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are: