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TruWest Credit Union notches excellence award for wealth management services

Photo of TruWest wealth management professionals
TruWest Credit Union received the service excellence award from Priority Financial Group. (File Photos/
Priority Financial Group salutes Arizona-based TruWest Credit Union
Staff Reports | Digital Free Press

TruWest Credit Union received the service excellence award from Priority Financial Group, which signifies the commitment Truwest demonstrates excellence related to its wealth management services and support.

This award was based on highest gross revenue and assets out of all the financial institutions on the platform and highest growth over prior year in gross revenue and assets, according to a press release.

“TruWest is one of the leading credit unions in the nation in terms of visionary leadership, high quality financial advisors, dedicated admin team, and complete support from the branches and marketing,” said Priority Financial Group CEO Mike Prior. “This truly is a fun team focused on quality advice.”

PFG provides turnkey compliance, operations, and sales support to over 20 financial institutions using Charles Schwab, Fidelity, and AssetMark platforms. TruWest is the number one financial institution in total revenue, assets, and clients, the release states.

The relationship between TruWest and PFG has grown year over year since 2005. Abby Johnson, internal program executive at TruWest, has guided the team to outstanding service levels while the advisors manage $385M in AUA with 1770 clients.

Of Note: 83% of gross revenue is from advisory business.

“Through our partnership with PFG, we are able to deliver on our promise to provide financial education and solutions that make a difference in our members’ lives,” said Ms. Johnson.

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