RBFCU Investments Group Welcomes Bryan M. Grove II, CFP^®, CFS^®, APMA™ as Financial Advisor

Grove values helping members make financial decisions in keeping with their personal goals.

LIVE OAK, Texas (Feb. 27, 2024) — Bryan M. Grove II, CFP^®, CFS^®, APMA™ recently became a Financial Advisor with RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC.

Headquartered in Live Oak, Texas, the investment program is comprised of 18 financial advisors. Working together, they help clients manage over $900 million in combined brokerage assets.

A Texas Gulf Coast native, Grove has been active in financial services since 2007 and licensed to work in financial services since 2016. In this new role, he’ll support RBFCU members located in the Corpus Christi area.

“Although I started following the stock market as a young person — thanks to my late grandmother, I’ve intentionally continued to pursue degrees and financial certifications over the years. My education and specialized training have helped me refine my knowledge and understanding of the financial services industry,” Grove said. “As a financial advisor, I truly enjoy using that information and my skills to help clients reach their goals. But, most of all, I enjoy talking with them individually, learning what drives them and then helping them develop financial plans that align well with their goals.”

Eventually, Grove’s approach caught the attention of RBFCU Investments Group.

“Bryan had a great reputation, and I was looking forward to meeting him personally. After our initial conversation, I was certain that he’d be a good cultural fit. He is a family man, and he operates with integrity, placing members and clients first,” said Terence F. Powell, Jr. AIF^®, Investment Program Manager. “We are pleased to have someone with his experience and positive mental attitude serving Corpus Christi members. Bryan is a relationship builder who will help assist the credit union in meeting its mission to improve our members’ economic well-being and quality of life.”

“Over the years, I watched as RBFCU moved into the Corpus Christi market, with a branch opening near my home. In fact, I’ve had a car loan with the credit union,” Grove said. “I’m looking forward now to building new relationships, getting to know the RBFCU culture and learning how I can work with my colleagues to better serve our members.”

Grove holds a BA in international business from the University of North Texas and an MBA in accounting and finance from Texas A&M University-Commerce. He also has Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65 licenses.

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 18 financial advisors, who help clients manage over $900 million in combined brokerage assets. RBFCU Investments Group serves more than 6,000 clients at 62 branch locations throughout Texas.

Media Contact

Salvador Guerrero, Vice President-Corporate Communications & Public Relations
sguerrero@rbfcu.org
210-637-4287

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.

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.