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$5+ trillion
In invested assets globally
As of 11/07/2023
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Vice President–Wealth Management
Chartered Retirement Planning Counselor
Rocky has been in the financial services business for over 25 years. He joined his father E.J. at PaineWebber to create The Keller Financial Group. With over 70 plus years of combined experience, they have helped clients manage their wealth throughout good times and bad.
For his clients, Rocky emphasizes asset allocation and total portfolio management. He has a focus on retirement income planning. He also helps them with education funding, charitable giving and estate planning.
He has a bachelor's degree from the University of Southwestern Louisiana. He is a active member of The Touchdown Club of New Orleans and the Deutsche Haus in New Orleans. He enjoys golf, traveling, cooking, playing guitar, riding his Harley Davidson motorcycle, and spending time with family and friends. He currently resides in the old Rivertown section of Kenner.
Education
Credentials
Vice President–Wealth Management
Chartered Retirement Planning Counselor
Rocky has been in the financial services business for over 25 years. He joined his father E.J. at PaineWebber to create The Keller Financial Group. With over 70 plus years of combined experience, they have helped clients manage their wealth throughout good times and bad.
For his clients, Rocky emphasizes asset allocation and total portfolio management. He has a focus on retirement income planning. He also helps them with education funding, charitable giving and estate planning.
He has a bachelor's degree from the University of Southwestern Louisiana. He is a active member of The Touchdown Club of New Orleans and the Deutsche Haus in New Orleans. He enjoys golf, traveling, cooking, playing guitar, riding his Harley Davidson motorcycle, and spending time with family and friends. He currently resides in the old Rivertown section of Kenner.
Education
Credentials
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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
