NCU Wealth Management
With NCU Wealth Management, you’ll have access to an onsite financial advisor who can assist you with choosing the path and the appropriate investment and insurance products to help you meet your goals. Our wide array of financial products has been specially selected for credit union members who wish to achieve a specific financial goal or develop a comprehensive financial strategy.
Your Financial Advisor
Should you have a financial advisor? Perhaps you’re simply interested in selecting a few mutual funds or you’re wondering what insurance services you should consider for your family. Or, maybe you’d like to have a sound investment strategy drawn up for you. No matter where you fall in the vast investing spectrum, a financial advisor may be crucial.
Jeffrey C. Hamm
The NCU Wealth Management program is offered through CUNA Brokerage Services 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.
For people new to investing and financial planning services, figuring out where to begin or what questions to ask a financial advisor can be tough. That’s why it’s so important to find a financial advisor who understands your needs.
Your financial advisor should be someone who is not only well-versed in financial products and services, but who is also qualified and familiar. What’s more, your financial advisor should take a holistic view of your financial picture and help you devise a program in line with your investing goals, timeline and tolerance for risk.
Jeffrey Hamm, is uniquely qualified to provide Navigator members with professional financial planning assistance. Jeff is Vice President for NCU Wealth Management and is also a Registered Representative with CUNA Brokerage Services, Inc. (CBSI), which offers a full range of investment products, variable insurance products and securities programs.
A lifelong resident of the Gulf Coast area, Jeff earned a B.S. degree in Finance from the University of South Alabama. He has been serving the members of Navigator for 11 years and recently was named to the CBSI Senior Advisor Leadership Team.
Jeff is committed to helping Navigator members steer through the challenges of the financial life cycle, which includes protecting assets, increasing net worth and managing wealth. To arrange a complimentary, no cost, no obligation initial consultation, call Jeff at 228-474-3427. Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Sales Assistant
Hannon Fayard, Jr.
For most people, achieving and maintaining financial strength is a lifetime pursuit. It involves planning, preparation, performance and follow-through. That is why the NCU Wealth Management Program provides a collection of protection and asset accumulation products that can help you meet your personal financial objectives.
As NCU Wealth Management representatives, we are qualified to provide professional assistance, quality financial products and dependable service. So whether you are saving for a home, providing a college education or planning for a comfortable retirement, our team of dedicated career professionals can work with you to provide the information you need on a variety of services and products. Check the background of this investment professional on FINRA’s BrokerCheck.
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NCU Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.