Investment Services

Investment Services

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

Marcy@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

Cathy Wilson, CFP®, AIF

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.

Marcy Maberry, Financial Advisor

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.

Sally Miller, Executive Assistant

joined the firm in 2007, after teaching for 33 years. Sally oversees client relationships. 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!

Financial Professionals of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be avaliable in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Check the background of CS Wilson & Associates on FINRA’s BrokerCheck.

Check the backgrounds of investment professionals on FINRA’s BrokerCheck.

Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Cetera is under separate ownership from any other entity.

Investments are: Not NCUA insured, not a deposit, not Education Credit Union guaranteed, not insured by any government agency, may lose value.

C.S. Wilson, Education Credit Union, and Cetera Advisors LLC are not affiliated companies.

Important Information and Form CRS | Business Continuity