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.

 
Brian Evans

Brian Evans, CPA, MBA

Associate Wealth Management Advisor
Office 318-227-0711

Brian was born and raised in Shreveport, LA and resides in Bossier City, LA with his wife, Becky, and two sons, Jacob and Caleb.  Brian has a B.B.A. in Accounting and a Masters in Business Administration from the University of Louisiana at Monroe. Brian is a Certified Public Accountant.  He became motivated to join Northwestern Mutual in 2014, based on his passion and concerns regarding his clients' long-term financial future and security.  As much as he loved helping  people by preparing their taxes, he knew he could do more by utilizing and sharing his knowledge and expertise to assure clients' peace of mind regarding their financial health.  Brian joined Bill's team in 2015 and is a Louisiana Life Insurance agent and a licensed stock broker.  When Brian is not managing investment and planning operations, you can find him traveling, golfing, and chasing his sons.  

How can Brian help you?

  • Investment account servicing, including distributions and deposits

  • Transferring funds from outside investments to Northwestern investment accounts

  • Any other investment-related inquiries

 
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 recently joined Bill's team and comes from an extensive background in Advertising and Sales.  Jamie has her Louisiana Life & Health Insurance License.  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.


 
 

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