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C.S. Wilson & Associates
Education Credit Union and C.S. Wilson & Associates, Inc. have teamed up to provide financial services for all members. Financial advisors, Cathy Wilson and Marcy Maberry, help members pursue their financial goals. Contact them at one of their two locations.
Amarillo Main Office
2324 Lakeview Dr.
Amarillo, TX 79109
806-352-9251 – Amarillo
Lubbock Branch
12513 Quaker Avenue
Lubbock, TX 79424
806-368-7945 – Lubbock
Cathy.Wilson@ceteraadvisors.com
Sally.Miller@ceteraadvisors.com
Services offered by the C.S. Wilson Team
- Customized Financial Plans
- Asset Allocation Modeling (conservative to aggressive growth)
- Fee-Based Asset Management (using no-load funds)
- Educational Funding Strategies
- Insurance Evaluation (life, long-term care, Medicare supplement)
- Retirement Planning (IRAs, Traditional and Roth, 401(k) plans, Simple IRAs, 403(b) plans)
- Beneficiary Check-ups
- Independent Wealth Management Advice
- Estate Planning
- Social Security Planning
established C.S. Wilson & Associates, Inc. Financial Advisors over 30 years ago. She is passionate about providing all her clients with caring, independent and practical financial guidance. This includes establishing and monitoring financial strategies for retirement planning, estate planning+ and investment planning. Her No. 1 priority is to serve her clients with the utmost integrity, trust and respect.
has been in the financial planning business since 2001. She graduated from Texas Tech University with a degree in Family Financial Planning. Marcy’s personable approach, attention to detail and development of solid financial plans make her a valuable member of our team.
joined the firm in 2007, after teaching for 33 years. Sally oversees client relationships and compliance. She also coordinates the day-to-day operations of the office and loves interacting with and helping our clients with all their needs. Her enthusiasm and love of life make her a favorite with all our clients!