Services made available through CUNA Brokerage Services, Inc.
Invest in Your Future
Protect and grow your assets for a brighter tomorrow
Through Keesler Financial Group, you have access to no-obligation financial management consultations and a wide range of services, coverages, investments and transactions at one location.
The Keesler Financial Group Program is offered through CUNA Brokerage Service, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Click Here to Access Your CBSI Account
Call Keesler Financial Group at 228-385-4558.
We can help you with:
IRAs
Tax favored accounts to prepare for retirement.
Mutual Funds
Diversified investment options for your objectives.
Managed Accounts
Professionally managed portfolios to match your needs.
Annuities
To help you save for, and live in retirement.
Stocks & Bonds
Individual investments to complement your style.
College Savings
To help you plan for your children’s college tuition costs.
Meet our advisors
Our advisors are committed to helping you reach 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 these investment professionals at FINRA’s BrokerCheck.
William E. Morrison
Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.
Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.
Ron L. Weatherly
Based out of Waveland, MS, Ron is a Registered Representative of
CUNA Brokerage Services, Inc., member FINRA/SIPC.
He is also a licensed insurance agent.
Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.
Dennis J. Liverett
Based out of Slidell, LA, Dennis has a BA in finance from the University of New Orleans.
He is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC.
He is also a licensed insurance agent.
Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.
Nathan Roberts
Based out of Biloxi, MS, Nathan’s goal is to help increase the confidence of his members
by providing solid financial and investment advice. His many years of experience in the
investment, banking and insurance fields has prepared him well to help you realize your
short-term and long-term financial goals.
Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.
Cynthia Garcia
Based out of Mobile, AL., Cynthia has more than 20 years of experience in the financial services industry with knowledge in the areas of holistic planning, banking, brokerage, insurance and risk management. She is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC and a licensed insurance agent.
Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
Bonnie Pierce
As the financial coordinator for Keesler Financial Group, Bonnie schedules appointments,
manages events and serves as a credit union liaison for CUNA Mutual. She can be reached at
228-385-5500 ext. 4100 or at 228-385-4558.
Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.
Schedule a complimentary consultation
Please select the branch location and up to three dates and times that you would like for your appointment time. A Keesler Financial Group representative will contact you within the next business day to confirm an appointment time that is the most convenient.
Please note that Saturday appointments are not available at our branch locations.
Disclosures
Keesler Federal is not responsible for the content or any transactions you may enter into as a result of following website links. When accessing the Keesler Financial Group link, you are leaving our website. Their website is not controlled by our privacy and security policies and may or may not have adequate protection. We encourage you to review their policies before giving any personal information.
*Keesler Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-3343309.1-1120-1222