Hunter Charbonnet, CRPC - UBS Financial Services Inc.

Thurmond Wealth Management Group is a New Orleans-based advisory team under UBS Financial Services Inc., specializing in personalized financial planning and investment strategies. The group emphasizes building lasting relationships by listening to clients' goals, needs, and concerns, fostering a comprehensive approach to wealth management. The team is led by Thomas Thurmond, a seasoned Financial Advisor with a background in Civil Engineering, and supported by Colleen Kirkpatrick, a knowledgeable Senior Client Associate. Together, they focus on delivering tailored strategies and long-term client service to help individuals confidently pursue their financial aspirations. Generated from the website

Earl Rocky Keller III is a Vice President at UBS Financial Services Inc. in New Orleans, LA, bringing over 25 years of experience in the financial services industry. He specializes in retirement income planning, asset allocation, and total portfolio management, helping clients navigate wealth management through various life and market changes. As a Chartered Retirement Planning Counselor, Rocky collaborates closely with clients to develop and adjust their financial plans over time, emphasizing the importance of liquidity, longevity, and legacy in their overall financial strategy. He is actively involved in his community and enjoys various hobbies, including golf, traveling, and riding his Harley Davidson motorcycle. Generated from the website

Visit our office today located in New Orleans, LA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.