Market Overview

INVEST Financial Corporation® Celebrates 30 Years in Business with 30 Days of Giving


INVEST Financial Corporation (INVEST) is celebrating its 30th anniversary this year with a “30 Days of Giving” volunteer and community outreach effort. Founded in 1982, INVEST played an integral role in the foundation of bank brokerages. In fact, the first stock trade from within a bank lobby was carried out by an INVEST registered representative on November 7, 1982. To celebrate this historic milestone, INVEST is giving back to the communities that have made it successful with a month-long agenda of fundraising events.

“We are thrilled to be celebrating 30 years of successful partnerships with banks, credit unions and financial advisors,” said Steve Dowden, INVEST President and CEO. “The longstanding strength of our organization is a demonstration of the commitment of our employees and a tribute to the clients that we've been privileged to serve. The 30 days of giving is a way for us to show our appreciation to the communities that have made us successful for the past three decades.”

INVEST's 30-day celebration begins on November 1 with the Metropolitan Ministries Drive, followed by the Richards Run for Life on November 2. Events throughout the month include donation days, a diabetes walk, Hike for Hospice, the St. Jude Give Thanks Walk, a blood drive and silent auctions.

“Having worked for INVEST for nearly 30 years, I'm proud to see the progress we've made and to be a part of the company's ongoing commitment to its local communities,” said Jerry Reid, creative director for INVEST. “I believe our longevity is a result of how much we sincerely care about our representatives, banks and credit unions and ultimately, the success of the investor.”

INVEST currently supports more than 150 banks and credit unions and more than 1,100 representatives nationwide. The Tampa, Fla.-based firm is a subsidiary of National Planning Holdings® (NPH®), one of the largest independent broker-dealer networks in the industry. INVEST has remained an industry leader in providing brokerage services for financial institutions for 30 years.

Financial institutions interested in learning more about INVEST can contact the firm's Business Development Team at (800) 245-4732, option 2, or visit

About INVEST Financial Corporation

INVEST Financial Corporation (, a subsidiary of the National Planning Holdings, Inc.® (NPH®) independent broker-dealer network, is a full-service broker-dealer based in Tampa, Fla. NPH is an affiliate of Jackson National Life Insurance Company® (Jackson®,, one of the largest life insurance companies in the United States.

Securities, related services, and insurance products offered through INVEST Financial Corporation, member FINRA, SIPC, a Registered Broker-Dealer and Registered Investment Advisor, and its affiliated insurance agencies, are not FDIC or NCUA insured; are not deposits of, obligations of, or guaranteed by any bank or credit union; and, are subject to investment risk, including the possible loss of principal amount invested.

INVEST Financial Corporation
Melissa Hernandez, 303.224.7572

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