Mobiloil Financial Group
Mobiloil Financial Group is pleased to offer financial services to Mobiloil Federal Credit Union members.
Services provided include, but are not limited to the following:
- 401k Rollovers
- Retirement Planning
- Tax Advantaged Investing
- Investment Portfolio Review
- Estate Planning
- Long Term Care Insurance
- Individual Stocks and Bonds
- Mutual Funds
- Variable and Fixed Annuities
- Life Insurance
Mobiloil Federal Credit Union would like to introduce Financial Consultants:
I am originally from Baytown, Texas, just outside the EXXON gates. My family moved in 1959 to Baton Rouge, LA, where my father sold and serviced refinery equipment. While growing up, I attended the Marine Military Academy, Robert E. Lee HS and LSU majoring in Finance. While in school, I worked for my father’s business in oil and gas equipment sales and service until I left Baton Rouge in 1986, after my father’s retirement. I joined Shearson Lehman Brothers in 1987 and moved to Washington DC. In 1993, I left the big brokerage environment for bank brokerage where I could better focus on my clients and where I have now spent over 25 years of my career. I worked as the department head for a regional bank serving the bank’s high net worth clients prior to my move to Beaumont. In 2001, I joined Hibernia Investments where I stayed until 2006. While working for Hibernia, my office was consistently ranked as a top office, winning many awards.
In 2006, I opened Salter Financial Group. I have been married to my wife, Gina, for 30 years and we have one son, Harrison. My hobbies include watching Harrison play baseball and flying airplanes. Gina is a United Airlines Flight Attendant with over 30 years tenure. Phil works mainly out of the Beaumont office but can meet by appointment at any of the other locations for your convenience.
Contact at: (409) 924-5141 or firstname.lastname@example.org
1810 N. Major Dr. Beaumont, TX 77713
Blake Worthey, CFP®
I am a Beaumont native having attended West Brook High School and Lamar University. I received my Bachelor of Business Administration in Management in 2007 and my Masters of Business Administration with a focus on finance in 2009. I have worked in a Credit Union environment for over 10 years. In December of 2015 I earned the Certified Financial Planner™ certification and began my career as a financial advisor. I joined Phillip Salter at Mobiloil Financial Group in March of 2017. I have been married to my best friend, Jayne for 10 years. We have two children, Jackson and Kate. My hobbies include attending my kids sporting events and traveling.
Contact at: (409) 924-5141 or email@example.com
1810 N. Major Dr. Beaumont, TX 77713
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment and insurance products are not deposits or federally insured and involve investment risks. The Summit Brokerage registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Texas and Louisiana.
Mobiloil Financial Group is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory Services offered through Summit Financial Group, Inc., a Registered Investment Adviser. Summit is not affiliated with Mobiloil Federal Credit Union.
Not FDIC/NCUSIF Insured • No Bank/Credit Union Guarantee
May Lose Value • Not a deposit • Not insured by any federal government agency.
Check the background of these investment professionals on FINRA’s BrokerCheck.