Helping You Pursue Your Financial Goals

The CAMPUS Investment Services program is offered through LPL Financial (LPL) and their strategic alliance with CUNA Mutual Group to provide investment services for CAMPUS USA Credit Union Members. Our team delivers a variety of services with a personal approach, and genuine concern for your financial success.

We can help you identify an appropriate strategy for your financial goals, including:

Retirement Services
  • Planning assistance
  • Retirement plan rollovers (401k, 403b, D.R.O.P.)
  • Individual Retirement Accounts (IRAs)
  • Business Retirement Accounts

 

Financial Management
  • Develop achievable goals
  • Create a savings and investment plan
  • Risk Management
  • Building net worth
  • Managing wealth
  • Creating income from assets

 

Investments
  • Mutual Funds
  • Bonds
  • Stocks
  • Options
  • Real Estate Investment Trusts (REIT)
  • Annuities

 

Wealth Management & Estate Planning
  • Comprehensive analysis and financial planning
  • Retirement and estate transfer planning
  • Managed Accounts

 

Insurance
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income

 

Education Planning and Funding
  • Planning assistance
  • Education savings accounts

Make an Appointment

CAMPUS members are eligible for a no-cost, no-obligation financial consultation.

SCHEDULE MY APPOINTMENT
 

Weekly Economic Update

In this week’s recap: Tighter money policy; Market drops.

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Our Team

Your financial goals are unique and so are you. Our team of experienced advisors are here to listen to your story and help you make sound choices when preparing for your future.

 

Fred Hilton CLU®, ChFC®, CRPC®, LPL Financial AdvisorFred Hilton ChFC, CRPC

With over 30 years of experience in financial planning and wealth management, Fred Hilton has served the members of CAMPUS USA Credit Union since 2000. Fred is FINRA® Series 6, 7, 66, and SIE registered (held through LPL Financial) and Florida Life, Health & Variable Contracts licensed. In addition, he has earned the designations of Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Retirement Planning Counselor®. He has five children and has been married since 1989. Fred enjoys spending time with his family and volunteering throughout the community.

 

Marlon Awuma CFP®, CRPC®, LPL Financial AdvisorMarlon Awuma CRPC, Financial Advisor

Marlon Awuma has been serving the members of CAMPUS USA Credit Union since 2007. In his role as an LPL Financial Advisor, he assists clients with retirement planning and investments as well as their insurance needs. Marlon is FINRA® Series 7, 66, and SIE registered (held through LPL Financial) and Florida Life, Health & Variable Contracts licensed. He is a graduate of the University of Florida with a major in Finance and has obtained the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor® designation conferred by the College For Financial Planning. He enjoys spending time outdoors with his wife Nikki and their three children, Gabriel, Cameron, and Jennis.

 

Weston Gallop, Financial AdvisorWeston Gallop, CFP®, CRPC®, LPL Financial Advisor

Weston Gallop is a Gainesville native with over 12 years of business experience. Weston graduated from the University of Florida in 2007 and joined the CAMPUS Investment Services team in 2014. He is FINRA® Series 7, 66, and SIE registered (held through LPL Financial) and Florida Life, Health & Variable Contracts licensed and has also obtained the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor® designation. He is an Executive Board Member with the Gainesville Sports Commission. He enjoys playing golf, cheering on the Florida Gators, and spending time with his wife, Julie, and their three children, Mary Grace, Eli, and Kate.

 

Sara Lott, Program CoordinatorSarah Lott, LPL Financial Advisor

Sarah Lott is a Florida native and has resided in the Gainesville area her entire life. Sarah is a graduate of Florida State University, started her career with CAMPUS USA Credit Union in 2006, and has been with the CAMPUS Investment Services team since 2017. She is FINRA® Series 7TO, 66, and SIE registered (held through LPL Financial) and Florida life, Health & Variable Contracts licensed. Sarah enjoys spending time with her son, volunteering in her community, as well as being outdoors.

 

Lisa Bruce, Senior Program CoordinatorLisa Bruce, Senior Program Coordinator

With over 25 years in the financial services industry, Lisa Bruce has served as the Senior Program Coordinator for CAMPUS Investment Services since 2002. Lisa is FINRA® Series 6, 7, 63, and SIE registered (held through LPL Financial) and Florida Life, Health & Variable Contracts licensed. She is a Florida native and longtime resident of Gainesville along with her two children, Jordan and Ethan. Lisa is an avid runner/marathoner, an RRCA Certified Running Coach, and enjoys an active lifestyle with her family.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CAMPUS USA Credit Union and CAMPUS Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CAMPUS Investment Services, and may also be employees of CAMPUS USA Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CAMPUS USA Credit Union or CAMPUS Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union
Deposits or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.