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Trustmark Wealth Management is a division of Trustmark National Bank designed to help clients accumulate, preserve, and transfer wealth.  Trustmark has been dedicated to the financial goals of affluent clients since 1949.  Today, Trustmark Wealth Management administers and manages approximately $8.5 billion.  By integrating our many areas of experience, we offer comprehensive wealth management services to help our clients identify and achieve their financial goals.

There are more than 150 professionals under the Trustmark Wealth Management umbrella, who bring an unparalleled combination of education, experience, and insight to our clients.  In fact, the average industry tenure among our staff is more than 20 years!  Beyond longevity itself, our professionals are well-credentialed:  Among our staff are individuals whose titles include JD, CFP®, CFA, CPA, MBA, CLU, or ChFC designations, which adds an even greater texture to our services.

By drawing on key areas within our organization, we’re able to provide well-developed, multifaceted research- and market-based strategies.  Though highly specialized, each of our service areas works collaboratively with the others, so that we provide you with seamless solutions:

Trust Group, including estate planning and trustee services; corporate trust and institutional custody services; and 401(k) plan management and pension plans.  Our trust areas work closely with Trustmark Investment Advisors, Inc., which often provides asset management services for our many Trust Group clients.

Asset management and asset allocation strategies, developed and implemented by seasoned portfolio managers through Trustmark Investment Advisors, Inc.

The Performance Funds, a proprietary family of mutual funds advised by Trustmark Investment Advisors, Inc.

Trustmark Financial Services offers access to equities, bonds, mutual funds, separately managed accounts, custom portfolio strategies, fixed and variable annuities, and alternative investments through its relationship with LPL Financial, Member FINRA/SIPC.*

Life, long-term care and disability solutions, which assure the continuity of assets across generations, through Fisher Brown Bottrell Insurance, Inc.

Traditional banking services, such as lending and deposit functions, through Trustmark Private Banking. Here we focus on service delivery with an exceptionally high degree of personal attention.

Modular or comprehensive Financial Planning.  Our financial planning professionals will assist you in implementing effective financial solutions for your retirement planning, estate planning, asset allocation, insurance needs, education funding, and business succession planning.

*Securities offered through LPL Financial, member FINRA/SIPC. Trustmark Financial Services is a division of Trustmark Wealth Management, which is a division of Trustmark National Bank. Trustmark Financial Services and Trustmark National Bank are not registered broker/dealers and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Life, Long-term Care, and Disability Insurance products are offered through Fisher Brown Bottrell Insurance, Inc., a licensed insurance agency and wholly-owned subsidiary of Trustmark National Bank. Some insurance products may be offered through LPL Financial or its licensed affiliates.

Trustmark Investment Advisors, Inc. is an SEC-registered investment adviser, a wholly owned subsidiary of Trustmark National Bank, and a division of Trustmark Wealth Management.

Financial Planning services are offered through Trustmark Wealth Management, a division of Trustmark National Bank.