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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
