Private Wealth Management – Leadership PRIVATE WEALTH MANAGEMENT | INTRODUCING INTRODUCING DAVID ROBERTS OC Federal Credit Union is proud to announce a new Private Wealth Management division offering concierge banking services to high net worth members. David Roberts has joined OC Federal Credit Union as Chief Experience Officer and Vice President of Private Wealth Management, bringing expertise in executing two successful private banking ventures as well as 37 years of banking and wealth management. He has been an esteemed member of the North Canton community for the last 46 years. PWM takes a holistic approach to member’s finances, utilizing information about assets, expenses, liabilities, time horizons, lifestyle, legacy goals, as well as the fluctuations in the market to make recommendations. Leveraging his expertise, David guides PWM members through the complexities of the financial landscape, helping them make informed decisions to optimize their portfolio. David is located in our North Canton branch at 210 Applegrove Street NW and can be reached at (216) 478-0091 to verify eligibility and schedule a consultation. Schedule a Consultation Private Wealth Management at OC Federal Credit Union offers concierge banking services to high net worth Members. As a Private Wealth Management Member, you receive a holistic approach to your finances, utilizing information about your assets, liabilities, time horizon, lifestyle and legacy goals to provide customized solutions. Learn More Visit A Branch Stop by your local branch and we’ll be happy to help you. VISIT US Talk With Us Call (888) 696-4462 or chat live online during business hours. CALL US Open An Account It’s simple to open and fund your account online. JOIN US Make the Most of Your Money With OC Federal Discover how you can unlock your money’s potential and achieve your financial goals with the help of the OC Federal Credit Union! SEE ALL THE POSTS Cleveland-area home listings surge 45.7% in MarchBy Megan Sims, cleveland.com CLEVELAND, Ohio — A new report showed that the Cleveland-Elyria area saw an increase in […]Can A Trust Help Protect Your Assets?What is a trust and do you really need one will a will work just as well? Well, […]Understanding Medicare: We’re Here to HelpNavigating Medicare can feel overwhelming—but it doesn’t have to be. Whether you’re turning 65 soon or just starting […] SEE ALL THE POSTS Every experience I’ve had dealing with OC Federal has been excellent. Everyone is always very helpful and courteous. Allison S.,OC Federal Member Consistently competitive rates and outstanding customer service. Michael S.,OC Federal Member Banking is easy and pleasant. The tellers are very accommodating and well-educated. Bernadette L.,OC Federal Member Say Hello to ClickSWITCH It’s simple to move over your direct deposits and recurring payments. LEARN MORE