NCU Wealth Management
NCU Wealth Management is your qualified partner for comprehensive financial strategies. As a dedicated team of professionals, we are committed to helping you pursue your financial goals and manage your future.
At NCU Wealth Management, we understand financial success requires a personalized approach. With our expertise and access to a wide range of resources, we can provide customized strategies designed to align with your unique needs and aspirations.
Investment Management and Portfolio Construction
Retirement Planning and Income Strategies
Estate Planning and Asset Preservation
Insurance and Risk Management
By understanding your unique circumstances and aspirations, we develop a customized roadmap to help you navigate the complexities of wealth management and pursue your financial objectives.
The NCU Wealth Management Team consists of experienced professionals dedicated to your financial well-being.
Jeff is an educated and experienced financial professional who prioritizes clients in helping them choose suitable investments to manage their needs. His primary focus is serving clients preparing for a successful retirement and those already retired. Jeff’s investment philosophy is to explain investment products thoroughly and in an easy to understand manner. Jeff utilizes a comprehensive wealth management approach to financial planning.
Jeff has been Vice President of NCU Wealth Management since 2005. He earned a B.S. in Finance from the University of South Alabama. Jeff has been a part of the Senior Advisor Leadership Team (SALT)* for a number of years. Jeff is a Registered Representative of LPL Financial, through which he holds FINRA 7, 63 and 66 registrations.
Hannon E. Fayard, Jr. | LPL Financial Advisor | (228) 474-3422
Hannon began his career in the financial services industry in 2004. His approach involves learning about the client and their situations, creating a customized plan to pursue their needs and objectives, then monitoring and implementing adjustments when necessary. Hannon aims to provide prudent financial advice on all matters his clients may seek.
Hannon joined NCU Wealth Management in 2016 after working for other investment firms in Atlanta and Mobile. Hannon is a Registered Representative of LPL Financial, through which he holds FINRA 7, 65, 63, 53, 24, 79 and 99 registrations. He is also a licensed insurance agent.
Hannon graduated from the University of Alabama with a B.S. in Finance with a concentration in Investment Management.
Jenna has been a part of NCU Wealth Management since 2018. She helps individuals and families pursue their financial goals by creating customized plans to address their needs and objectives. Jenna’s goal is to assist clients in making sound financial decisions consistent with their comfort level, time horizon and life goals.
Jenna is a Registered Representative of LPL Financial, through which she holds FINRA 7 and 66 registrations. She is also a licensed insurance agent. Jenna graduated from Mississippi State University with a B.S. in Business Administration.
Pam Burnett | Program Director | (228) 474-3427
Pam has been with NCU Wealth Management for more than 20 years. She played a vital role in launching the program in 2002. Since then, she has become the program director overseeing its daily operation. Pam is often the first face and voice clients see and hear. She aims to provide a warm, welcoming atmosphere for clients. She supports clients and financial advisors in several ways, from correspondence to organizing events.
Pam holds an associate's degree in Applied Science from Mississippi Gulf Coast Community College. She and her husband of 25 years have two children. She is a lifelong resident of the Mississippi Gulf Coast. She enjoys spending time with her family and friends when not in the office.
We work collaboratively, leveraging our collective expertise to provide comprehensive financial solutions tailored to your needs and goals.
Check the background of these investment professionals on FINRA’s BrokerCheck.
To learn more about our services or to schedule a no-obligation consultation, please get in touch with our team:
*Members of SALT (2019-2021) were recognized by CBSI, the representative’s former broker-dealer, for overall achievement, appointing them as a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Navigator Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management and may also be employees of Navigator Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigator Credit Union or NCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits
May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.