Bill D Cunningham, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor

My Team

Bill Cunningham and his team are committed to helping their clients, whether they are concerned for their own financial needs or those of their family or business.  Here are the people who help make it happen.  Together, they stand committed to providing the best customer service possible.

If you need to schedule an appointment or request any other service, please let one of them know.  You'll receive a quick response.

 

 
Jamie M Morgan

Jamie M Morgan

Associate Financial Representative
Office 318-227-0711

Jamie, a Houma native, graduated from Louisiana State University with a Masters in Liberal Arts.  Jamie, and her husband, Llanden live in Bossier City, LA.  They are proud parents of their young son.  Jamie has her Louisiana Life & Health Insurance License along with an extensive background in Advertising and Sales.  When she is not working, she enjoys spending time with her family, decorating or hunting for treasures at a local flea market. 

How can Jamie help you?

  • Group and Individual Health Benefit enrollment, changes, claims and policy coverage questions
  • Life insurance policy information updates
  • EFT bank changes on ISA's
  • Review applications, order medical requirements, and all other underwriting needs.

 

 
Chandler Nance

Chandler Nance

Associate Financial Representative
Office 318-227-0711

Chandler graduated from Southern Arkansas University with a Bachelors Degree in Financial Analysis and then went on to get his Masters in Business Administration.  Chandler and his wife Harley live in Bossier City, LA where they recently purchased their first home.  He has his Louisiana Life & Health Insurance License as well as his Series 6 & 63 licenses.  Chandler’s favorite hobbies are reading and going hiking with his wife Harley.

 

How can Chandler help you?

 

  • Servicing investment accounts held with Northwestern Mutual.

  • Assist with deposits and withdrawals from different investment accounts.

  • Perform trades.

  • Enrollment and maintenance of company 401(k), SIMPLE IRA, and other group investment accounts.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck