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.
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.
Jeffrey C. Hamm | Vice-President, NCU Wealth Management | (228) 474-3427
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.
Jenna Richardson | LPL Financial Advisor | (228) 474-3473
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.
