Strategic new hire by credit union will allow for expansion of financial planning services
Jacksonville, Fla. — September 28, 2023 — RadiFi Credit Union welcomes Brian Baird as a new Senior Wealth Advisor. He started his role on May 22, 2023.
Baird is a senior financial advisor with a career spanning over 20 years in financial services, private wealth management and retail and commercial banking. He comes to RadiFi from Prudential Financial, where he served as Manager of Financial Services for five years leading a team of financial advisors for the organization’s Central and North Florida divisions. Prior to that, he held the position of Financial Sales Leader at Fifth Third Securities as well as at First Tennessee Bank Advisors. His experience provides a multifaceted range of professional expertise including investment and retirement asset management, estate planning, financial planning and business financial services.
“RadiFi Credit Union is dedicated to providing our members with innovative solutions to meet their financial goals,” said John Servos, CEO and President of RadiFi Credit Union. “Brian’s experience as a trusted financial advisor is exactly the expertise we need to empower our members to dream big.”
In his new role as Financial Advisor, Baird will empower members in achieving their long-term financial goals by providing them with exceptional personalized financial planning services. He offers expert guidance in investment portfolio construction and management.
“As a Jacksonville native, it is a wonderful opportunity to work at RadiFi, an organization based in my community,” said Baird. “I am grateful to join an institution that has such an incredible reputation of providing excellent service to members in Northeast Florida for over 85 years.”
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About RadiFi Credit Union
Established in 1935, RadiFi Credit Union (formerly known as Jax Federal Credit Union) serves nearly 45,000 members across Duval, Clay, St. Johns, Baker, and Nassau Counties. RadiFi Credit Union helps its members empower their lives through their promise to guide, help and roll up their sleeves, so members can make their hopes and dreams a reality. RadiFi has seven branch locations; a robust mobile and internet banking platform; and access to over 5,000 Shared Branching locations and nearly 30,000 surcharge-free ATMs nationwide. For more information, visit radificu.org.