Personal Banking Services

Investment Services:
Investments for individual goals.

At Trustmark Wealth Management, we are committed to helping our clients turn their goals and financial dreams into realities. Our dedication is firmly rooted in our aim to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.

To learn more about these and other investment solutions, contact your local Trustmark branch or one of our financial advisors today.

Products & Services

  • Stocks & Bonds
  • Individual Retirement Accounts
  • Tax Advantaged Investments
  • Business Retirement Plans
  • Mutual Funds
  • Retirement Planning
  • Annuities
  • Education Planning & 529 Plans
  • Insurance Products
  • Professional Asset Management
  • Trust Services through Trustmark Wealth Management
  • Financial & Estate Planning

Securities and insurance products are offered through UVEST Financial Services, Member FINRA/SIPC and a Licensed Insurance Agency. Trustmark Wealth Management is a division of Trustmark National Bank. UVEST and Trustmark National Bank are independent entities. Some insurance products may be offered through TRMK Risk Management, Inc. a wholly owned subsidiary of Trustmark National Bank and a division of Trustmark Wealth Management.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Guaranteed by any Government Agency

Not a Bank Deposit

To find out more about what Trustmark Wealth Management can do for you, call the location nearest you.

Location

Phone Number

Jackson, Main

601-208-5143

Jackson, River Hills

601-208-5136

Brandon

601-825-1825

Ridgeland

601-856-4296

Madison

601-856-4033

Hattiesburg

601-583-5237

Greenville

662-334-8410

Brookhaven

601-835-3560

Vicksburg

601-631-3225

Meridian

601-693-9720

Laurel

601-428-6263

Columbus

662-329-8315

Taylorsville

601-785-6541

Germantown, Tennessee

901-309-6213

Houston, Texas

281-315-1186

Panama City, Florida

850-913-9832

Miramar Beach, Florida

850-269-2006

All can be reached toll free:

1-800-503-8896

 

Attention clients with online account access. Effective March 2, 2006, you will access your brokerage account(s) online using a new Financial Organization Number. When logging on to Pershing’s NetExchange Client site, please type in Financial Organization Number 3R2 instead of 4AZ. Financial Organization Number 3R2 replaces number 4AZ. Your ID and Password remain the same. Thank you.

Click here to look at your portfolio.

 

 

 

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