DON BERNARDO JOINS VISIONS AS SENIOR TRUST OFFICER

Visions Federal Credit Union is pleased to announce the addition of Donald S. Bernardo as its Senior Trust Officer, and Vice President of Visions’ affiliate – MEMBERS Trust Company. Visions has formed a joint venture with MEMBERS Trust Company of Tampa, Florida, to provide trust services to credit union members.

Don comes to Visions with more than 30 years of experience in the financial services industry. He is a Certified Financial Planner and has his Series 7 and Series 63 licenses through the FINRA.

Members Trust Company trust and investment offering is a key component of the comprehensive wealth management services offered by Visions Credit Union. We can now provide a wide range of trust-related services including Living Trusts, Trusts created under wills, Estate planning, Estate Settlement, discretionary investment management, and Non-discretionary Custody accounts.

Don Introduces Himself . . .

I grew up in Johnson City and currently reside in Endwell with my wife, Nancy. After graduating from Johnson City High School, I left the area to attend Brown University and the School of Law at Buffalo University. I returned to Endicott in 1976 to manage the trust department of Endicott Trust Company (now M&T Bank), and went on to manage several trust departments . Since my stay at Endicott Trust, I have held various official trust positions at Chase, PNC and Sun Trust banks in New York, Pennsylvania and Florida. I look forward to bringing the members of Visions Federal Credit the trust experience that I have accumulated during my many years of service.

Please contact me at (607) 786-2000, ext. 592 for more information about Trust services and/or to set up an appointment. I look forward to serving your needs.

Trust services provided by MEMBERS Trust Company.

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Important Note: Trust products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal.