We are committed to helping our members achieve long-term financial success, so we’ve partnered with Doug Roberts, Financial Consultant with CU Wealth Management, to bring you more investment choices.
Doug is here to assist you in growing and preserving your wealth through personalized, dedicated service. Whether you are just starting an investment plan, have complex financial needs, or just want to review your portfolio, Doug Roberts can help.
We look forward to helping you continue to reach your investment goals.
MEET DOUG ROBERTS
Doug Roberts holds a BBA in Finance from Dallas Baptist University. He focuses on the needs and goals of his clients. He believes people "need to be educated about their retirement and investment options" and he "enjoys being a part of that education and providing solutions". Doug is actively involved in his church and community and he enjoys spending time with his lovely wife, Erin, and their two sons, Seth and Clark. He has a passion for home improvement projects, yard work, and woodworking. To schedule an appointment for a FREE financial review, call Doug today!
817-884-1470, Ext. 540
Securities offered through Investment Professionals, Inc., a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through Investment Professionals, Inc are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.