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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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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