.svg)
.svg)
Invest in Your Future
Services made available through Keesler Financial Group include IRAs, Mutual Funds, Managed Accounts, Annuities, Stocks & Bonds, College Savings and more.
Guided Wealth Portfolios
Manage your wealth with an investment portfolio matched to your specific financial goals. Unlike other online investment tools that typically require a large investment before granting access to a Financial Advisor, Guided Wealth Portfolios gives you access for just a $5,000 initial investment. Benefits include:
- Tax efficiency and diversification
- Daily account monitoring for optimal performance
- Algorithm based portfolio model recommendations
- Personal advisor support
To get started, click on the Guided Wealth Portfolios button of any of our investment advisors. You'll create a Guided Wealth Portfolios account ‐ it's online, easy to access, and monitored by your financial professional for optimal performance.
Meet Our Advisors
Our advisors are committed to helping you work toward your financial goals. They will work with you to help you make sound financial decisions consistent with your comfort level, investment timeline, and objectives. Specifically, they can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Check the background of the investment professionals associated with this site on FINRA’s BrokerCheck.
Nathan Roberts
Based in Biloxi, MS, Nathan Roberts is an accomplished licensed insurance agent and LPL Financial Advisor, committed to instilling confidence in his clients through professional financial guidance. With a wealth of experience spanning investment, banking, and insurance, Nathan specializes in providing tailored, time-tested financial strategies that address both short-term needs and long-term aspirations. His client-centric approach ensures that each individual receives personalized advice designed to work toward their unique financial objectives, empowering them to navigate their financial journeys with assurance and clarity.
Nathan’s branches include Biloxi Pass Road, Gautier, D’Iberville and Mobile Westwood.
Lynn Hartfield
Lynn is a LPL Investment Advisor Representative and licensed insurance agent with a BA in Economics and an MBA from William Carey University. With over 20 years of experience in the investment industry, he offers a specialized prospective in investment strategies, retirement options, and estate management. His personalized approach, focusing on building long-term relationships founded on professionalism and transparency, and the development of strong analytical skills allow him to effectively assess risk and identify opportunities. Lynn’s ability to communicate complex concepts clearly empowers clients to make informed decisions about their financial futures while aligning strategies with their life goals.
Lynn’s branches include Hattiesburg (Turtle Creek, Petal and Wesley Branch), Jackson ( Meadowbrook, Flowood, Ridgeland and Madison Welch Farms) and Wiggins.
Dennis J. Liverett
Dennis is a Financial Advisor with over 17 years of investment industry experience. He assists individuals and families pursue their financial goals by offering financial advice and helping them create personalized financial plans. He is committed to his clients’ financial wellbeing, and listens to their needs and concerns to provide them with suitable help for their financial strategies. When not helping clients, Dennis enjoys spending time with his family, music, gardening and traveling.
Dennis’ branches include Picayune, Slidell, Covington, New Orleans and Metairie.
Ron J. Weatherly
Ron is an LPL Investment Advisor Representative with a passion for helping people pursue their ambition to enjoy a good life now as well as in the future. With over 20 years of experience, he has developed a comprehensive, goals-centered approach to financial planning, focusing on his clients’ unique needs and circumstances to help them make critical financial decisions with confidence.
Ron’s branches include Bay-Waveland, Diamondhead, Ocean Springs, Long Beach and Vancleave.
Kaleigh Rapuano
As the financial services coordinator for Keesler Financial Group, Kaleigh schedules appointments, manages events and services related to investment program business. She can be reached at 1-888-533-7537 option 4 or directly at 228-385-4558.
