Investing for the Future

The financial advisors located at Tucson Old Pueblo Credit Union, through their affiliation with Securities America, Inc., offer services to assist members in preparing for the future and securing an investment strategy. Our financial advisors, Tedd Bell and Phil McNulty, are available to help. Learn more about our CERTIFIED FINANCIAL PLANNER™ professionals below.

Tedd Bell

Tedd Bell

CERTIFIED FINANCIAL PLANNER™

(520) 918-0410 | Tedd.Bell@SecuritiesAmerica.com

Financial Industry Experience:

2002 – 2004 Served as community educational specialist for Consumer Credit Counseling Southwest, advising on financial management and family budgeting.

2004 – 2005 Licensed representative with World Financial Group, providing life insurance, annuities, and retirement planning.

2005 – 2006 Financial Advisor for Merrill Lynch.

2006 – 2017 CERTIFIED FINANCIAL PLANNER™ for LPL Financial located at Tucson Old Pueblo Credit Union.

2017 to present CERTIFIED FINANCIAL PLANNER™ for Securities America located at Tucson Old Pueblo Credit Union.

Knowledge Areas

Experience in all areas of financial planning including investment services (stocks, bonds, mutual funds), retirement planning, rollover IRAs from deferred compensation plan, annuities, life insurance, living trusts and wills, SEP/SIMPLE/401k plans, fee-based managed accounts. Special emphasis on developing and managing proprietary portfolios for clients with assets in excess of $100,000.

Licenses and Certifications

Series 6, 7, 63, and 66 registrations; and life & health insurance licenses; CERTIFIED FINANCIAL PLANNER™.

Previous Experience:

25 years in the communications industry in sales, marketing, advertising, and strategic planning.  Lived and worked in Tucson, Phoenix, Denver, New Jersey, Salt Lake City, and Seattle.

Phil McNulty

Phil McNulty

CERTIFIED FINANCIAL PLANNER™

(520) 918-0340 | Phil.McNulty@SecuritiesAmerica.com

Financial Industry Experience:

In 2010, Phil became an independent financial planner and went into business for himself. He hoped to carry his personal charter to others by helping individuals work towards the future of their dreams. With a wealth of real world experience behind him, Phil understands the impact a sound investment philosophy can have on day-to-day life.

Phil is proud to have been the founding member and first President of Sierra Vista’s first chapter of Business Network International. The Professional Pipeline Chapter of BNI provides an opportunity for owners to grow their businesses by word-of-mouth, referral networking. Phil previously served BNI as a Director Consultant focusing on training new members to become better at giving and receiving referrals.

As a veteran, Phil takes pride in being a member of the Combat Veterans Motorcycle Association Chapter 32-4, an organization dedicated to helping veterans in need all over the country.

Knowledge Areas

Experience in all areas of financial planning including investment services (stocks, bonds, mutual funds), retirement planning, rollover IRAs from deferred compensation plan, annuities, life insurance, living trusts and wills, SEP/SIMPLE/401k plans, fee-based managed accounts. Special emphasis on couples trying to navigate the complex world of investing; not only for themselves, but often with an eye towards legacy goals as well. Phil’s other great passion is helping other small businesses in southern Arizona grow to their potential. He finds great personal reward in working with fellow entrepreneurs and enjoys being a resource for business owners, both new and experienced, who are interested in implementing retirement plans that seek to help them attract and retain the highest quality employees.

Licenses and Certifications

Series 6, 7, and 63 securities registrations; Series 65 advisory registration held through PFG Advisors; and, life and health insurance licenses; CERTIFIED FINANCIAL PLANNER™.

Previous Experience:

Originally from the East Coast, Phil served his country as a United States Marine for two tours of duty. Following his honorable discharge, he earned a Bachelor’s degree from the University of Memphis and then spent more than a year in Iraq working for the U.S. Army. After returning to the United States, he moved to Sierra Vista to teach Intelligence at Ft. Huachuca. Phil is also currently pursuing a Master’s degree in Financial Planning.

About Securities America

Securities America is an independent broker-dealer with award-winning technology and support staff of over 500 professionals. Securities America is a wholly owned subsidiary of Ladenburg Thalmann Financial Services, Inc., providing equity research, investment banking, trust services and asset management support.

TOPCU partners with Securities America to have financial advisors available to assist members in developing a personalized investment program. Click here to learn more about Securities America and how they support our local financial advisors here at TOPCU.

To schedule your free no-obligation consultation, give us a call at (520) 881-6262 or stop by any branch location and ask to speak with a financial advisor. You can also contact them directly. Reach Tedd at (520) 918-0410 or Phil at (520) 918-0340.

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory services offered through PFG Advisors.  Tucson Old Pueblo Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities and insurance products offered by Securities America are not products of TOPCU and are not insured by any federal agency. Investment products are subject to investment risks including possible loss of principal.