RBFCU Investments Group Welcomes Brad Ashley as Financial Advisor

Ashley is enthusiastic about helping members find financial planning solutions

LIVE OAK, Texas (March 13, 2025) – Brad Ashley recently became a Financial Advisor with RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC.

Based in the San Antonio-area community of Live Oak, the investment program comprises 20 financial advisors in 62 branches statewide. Together, they help clients manage over $1.2 billion in combined brokerage assets.

A resident of McKinney, Texas, Brad began his career in personal finance at a Manhattan mutual fund wholesaler. He later transferred to the company’s San Antonio office. It was during that period that Brad became a financial advisor in 2007. Several years later, he accepted a promotion and transferred to the Dallas-Fort Worth (DFW) area.

When the opportunity to join RBFCU Investments Group arose, Brad saw it as the next logical step in his career. An RBFCU fan since his San Antonio days, he watched with interest as the credit union grew its DFW presence.

“One reason I was immediately drawn to this position is that RBFCU has a great reputation with their members across Texas. That provides instant credibility with new clients. Another reason was the sense that the RBFCU Investments Group team is like a family, and I believe it’s important to enjoy the people with whom you work every day,” Brad said.

Brad will now support RBFCU members located in the Dallas-Fort Worth metroplex.

“Brad was introduced to me by a mutual colleague who spoke highly of him, and I could immediately tell why,” said Terence F. Powell, Jr., AIF^®, Investment Program Manager. “Brad has charm and a genuine demeanor that he backs up with knowledge, experience and integrity. He is a fantastic addition to the RBFCU family, and he’ll take amazing care of our credit union members and their financial needs. We are very happy to have him on the team.”

With nearly 20 years of experience as a financial advisor, Brad says what he most enjoys is sitting down with his clients and helping them solve problems. “I tell everyone: ‘I’ve never sold a thing in my life. All I’ve ever done is help people solve problems.’ By approaching the process this way, I help clients identify what problems they want to solve, and then we discuss a variety of possible solutions. This allows us to work together to determine what might work best for the individual client and their family.”

Brad holds a BBA in finance from West Virginia’s Marshall University.

About RBFCU Investments Group

Established in 2001, RBFCU Investments Group is a full-service financial advisory program dedicated to helping people achieve their financial goals. The investment program comprises 20 financial advisors, who help clients manage over $1.2 billion in combined brokerage assets. RBFCU Investments Group serves more than 7,000 clients at 62 branch locations throughout Texas.

Media Contact

Victoria Young, Marketing Communication Senior Specialist
vyoung@rbfcu.org

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial and the financial institution are not affiliated.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.