Alternative Investments

Alternative Investments

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

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
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
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
Sally Miller, Executive Assistant
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!

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.