Our mission is to put our clients at the center of everything we do. Our team of advisors are committed to providing you trustworthy advice, a plan with actionable steps and a long-term partnership with your best interest at heart.
A Full-Service Brokerage Firm With Holistic Financial Planning Solutions
VyStar Investment Services (VIS), a part of VyStar Credit Union, was founded in 2001 and has since grown into an investment firm that has surpassed $1 billion in member assets managed. We began with a modest operation out of our original corporate office off of Wesconnet Boulevard in Jacksonville, but over 20 years later, VIS has become a true success story. Our team has grown with over 20 fully licensed financial advisors and two charter members, creating a group that offers personalized planning, services, and guidance for over 9,200 members. We are a team dedicated to providing reliable advice to members at any level of financial need, which allows us to support the credit union’s effort to increase financial wellness in the communities we serve.
Davida Carter was in charge of creating VIS from the ground up. “Members were asking for a place to invest at VyStar because they trust us,” Carter said. “They did not want to go back to a big bank to invest their hard-earned money. With a vision, past experiences, and intuition as our guide, we set out to provide that service.” Carter now serves as Senior Vice President of Investments and Insurance and has been here for every milestone along the way.
VIS pioneered the “Dual Employee” program for the CUNA Brokerage Services, which became the preferred way of running retail investment departments at credit unions. We later transitioned to LPL Financial - our current broker-dealer partner - to offer a full range of investment products, services, and enhanced technologies. VIS now ranks eighth out of 294 LPL Financial credit union programs, a testament to the strong partnership that is a benefit to members.
VIS has moved away from commission-based advising to an advisory-based practice, which provides a more holistic and collaborative approach. This has led to growth for VIS that few would have ever predicted in its early days.
We are excited to build a lasting partnership with you.