HICKORY, N.C.--(BUSINESS WIRE)--Mumy Financial Advisors, LLC, a leading independent financial planning and asset management firm in the Southeastern U.S., has strengthened their team by adding experienced bank executive DeAnna Pennell to meet the growing demand for their broad array of services. The addition will bring even more experience, capabilities and knowledge to an already diverse team serving clients throughout the country.
“Our client-base continues to grow rapidly, and in today’s environment, more services are being requested. The addition of an experienced banker with exceptional knowledge and customer service skills to our team will allow us to continue to provide the high standard of client care that we built our firm around,” said Ryan Mumy, CFP®, AIF® President and Founder of Mumy Financial Advisors. “We serve high net worth individuals, corporations, world-class professional athletes, corporate retirement plans, and many hard-working Americans and we want to have the best team of professionals to help current and future clients down their financial journey of life.”
Mrs. Pennell on her decision to join the Mumy Financial team: “Ryan and the team at Mumy Financial are providing some unique services to the Hickory community. It is a natural fit for me as we share the core value of focusing solely on what’s in the best interest of clients. I look forward to sharing their diverse offerings and superb customer service with many of my clients that I’ve worked closely with over the last 20+ years.”
Mumy Financial Advisors offers securities, investments, cash management services and insurance through Capital Investment Companies, which is one of the largest independent financial services firms in the Southeastern US. Ryan Mumy is also the Chief Investment Officer of the Raleigh based firm’s Registered Investment Advisory firm, Capital Investment Advisory Services, LLC.
DeAnna has been in the banking industry for over twenty two years with emphasis on personal and business banking. As Vice President, DeAnna was in charge of relationship management and business development, supporting local businesses throughout various life cycles. Before joining MFA, she worked for both PNC Bank and Community One/Capital Bank.
DeAnna lives in the Hickory area along with her husband and two children.
About Mumy Financial
Mumy Financial Advisors was founded with the goal of assisting clients in the Carolinas and across the US with every aspect of their financial lives — investment portfolios, retirement planning, cash management and more. Mumy Financial provides the most personal wealth management services available, thus earning a reputation for excellence in the industry. For each client, Mumy Financial strives to help create financial stability and security in order to provide financial independence. Knowledge of the industry has compelled Mumy Financial to be a frequent guest on CNBC and WHKY 1290am/102.3fm. They have a weekly radio show on WHKY every Saturday at 9:30am. Visit www.mumyfinancial.com to learn more about how the company helps families with their financial journey of life.