Vice President & Trust Officer
Trustmark Tailored Wealth
248 East Capitol St., Suite 1006
Jackson, MS 39201
Managing wealth wisely means working with a trusted partner who brings a balance of knowledge, experience and insight to the wealth management process. For thousands of clients in the Southern United States, that partner is Trustmark, and they’ve been dedicated to the accumulation, preservation and transfer of wealth for our clients since 1925. When it comes to wealth management, they don’t have a one-size fits all program. Along the way, they’ve built a reputation for providing personal services to high-net-worth clients just like you, and today as Trustmark Tailored Wealth, they manage and administer approximately $12+ billion in assets . By integrating our many areas of experience, they offer comprehensive wealth management services that help their clients identify and pursue their financial goals. Combining that with their associates and a commitment to excellence helps them to retain their clients, year after year.