Set the site's default font size:
Small | Medium | Large

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 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 accounts.

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.

Investment services, including equities, bonds, mutual funds, separately managed accounts, custom portfolio strategies, fixed and variable annuities, and alternative investments through our partnership with UVEST Financial Services, Member FINRA/SIPC.*

Life, long-term care and disability solutions, which assure the continuity of assets across generations, through TRMK Risk Management, 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, certain Investment Advisory Products, and Fixed and Variable Annuities are offered through UVEST Financial Services and its affiliates, Member FINRA/SIPC and an SEC Registered Investment Advisor.  Trustmark Wealth Management is a division of Trustmark National Bank.  UVEST and Trustmark National Bank are not affiliated entities.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services 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 TRMK Risk Management, Inc., a licensed insurance agency, a wholly owned subsidiary of Trustmark National Bank, and a division of Trustmark Wealth Management.

Commercial, Personal, and Employee Benefits Insurance and Risk Management solutions are offered through The Bottrell Insurance Agency, Inc. and Fisher-Brown, Inc., licensed insurance agencies and wholly owned subsidiaries of Trustmark National Bank.

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.  UVEST is not affiliated with Trustmark National Bank or Trustmark Investment Advisors, Inc.

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