Trustmark Financial Services

 

Investments for individual goals

At Trustmark Financial Services, we are committed to helping our clients work toward their financial goals. 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 relationship with LPL Financial, one of the nation's leading financial services companies, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance products. 


Products and Services

  • Stocks and Bonds
  • Individual Retirement Accounts
  • Tax Advantaged Investments
  • Business Retirement Plans
  • Mutual Funds
  • Retirement Planning
  • Annuities
  • Education Planning and 529 Plans
  • Insurance Products
  • Professional Asset Management
  • Financial Planning


All of this and more is now accessible from anywhere in the world on your mobile device when it's convenient for you. Download the free myTailoredWealth app now on iOS.

Our Financial Consultants


Mike Zito
President, Trustmark Financial Services
Jackson, MS | 601-208-5018

Mr. Zito is the President of Trustmark Financial Services and has served in this position since 2005. He joined Trustmark in 2003 as a Senior Vice President with responsibilities for business development in the Tailored Wealth Division and brings over 28 years of experience in the financial services industry. Mike is a graduate of Mississippi State University with a BS degree in Business Administration with an emphasis in Marketing and Management and has obtained FINRA securities registrations 3, 7, 8, 63, and 65, which are held through LPL Financial.

Mike was recognized by Bank Investment Magazine as one of the Top 20 Program Managers in 2011, 2013-2015, as well as the top 25 Program Managers by Bank Investment Consultant in 2017. He is a member of the Executive Advisor Committee for LPL Financial Services, LLC. 

Mike was ranked by Bank Investment Consultant magazine on several criteria. To compile the list of Top 25 Program Managers, Bank Investment Consultants (BIC) ranked program managers based on several criteria, including the number of advisors they oversee, team assets under management, percentage of growth in team production, and production per adviser. BIC uses variables that account for size, as well as metrics that capture growth and efficiency to well-rounded professionals, as opposed to those who excel in one area but fall short in others.

Alabama

Chuck Anderson
Demopolis | 334-289-7511
Montgomery

Mr. Anderson is a Financial Consultant with Trustmark Financial Services for the Demopolis, Alabama area. Chuck has been with Trustmark Financial Services for 6 years and has over 27 years of experience in the financial services and banking industries. He is a graduate of Mobile College (now the University of Mobile) in Eight Mile, Alabama, with a BS degree in Business Management. He is also a graduate of the LSU School of Banking. Chuck has obtained FINRA securities registrations 7,63, and 66, which are held through LPL Financial. 
 

Patricia Burrell
Fairhope | 251-929-2893

Mrs. Burrell is a Vice President and Financial Consultant for Trustmark Financial Services in the Fairhope, Alabama, area. Patti has been with Trustmark Financial Services  for 3 years and has over 23 years of experience in the financial services industry. She is a graduate of California State University in Sacramento, California. Patti has obtained FINRA securities registrations 7, 65 and 63, which are held through LPL Financial. 
 
Mississippi
 
 

Chas Gualano
Brandon | 601-825-1825 or 601-825-1885

Mr. Gualano is a First Vice President for Trustmark Financial Services in the Brandon, Mississippi, area. He has been with Trustmark for 20 years and has over 20 years of experience in the financial services industry. He is a graduate of Mississippi State University with a BS degree in Banking and Finance and a minor in Economics. He has obtained FINRA securities registrations 7 and 66, which are held through LPL Financial. 
 
In 2010, Chas was featured in Focus Magazine for having a “System of Service” for his clients, recognized in Bank Investment Consultant as one of the nation’s top 50 Bank Advisors in 2013 and 2015. He also, earned the LPL Chairman's award in 2015 based on annual production. 
 
Bank Investment Consultants ranked bank and credit union advisors by assigning a score between 1 and 11 on the following 6 variables: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM.
 

Steve Taylor
Jackson | 601-208-5918
Brookhaven

Mr. Taylor is a Financial Consultant for Trustmark Financial Services for Jackson, Mississippi; Brookhaven, Mississippi; and the surrounding Mississippi areas. Steve has over 22 years of investment experience. He earned a BS degree in Engineering from Mississippi State University and has obtained FINRA securities registrations 7, 63, and 66, which are held through LPL Financial. 
 

Andy Leslie, CFP®
Hattiesburg | 601-583-5237 or 601-583-5257

Mr. Leslie is a Vice President and Financial Consultant with Trustmark Financial Services in the Hattiesburg, Mississippi, area. Andy has been with Trustmark Financial Services for 27 years and has over 29 years of investment experience in the financial services industry. Andy is a graduate of the University of Southern Mississippi with a BS in Business Administration. He holds a Chartered Financial Planning designation and has obtained FINRA securities registrations 7, 24, 63, and 65, which are held through LPL Financial.
 

Carolyn McLemore, CRPC®
Jackson | 601-208-6029

Mrs. McLemore is a Vice President and Financial Consultant for Trustmark Financial Services and serves the Jackson, Mississippi Metro, and the Houston, Texas, areas. Carolyn has been with Trustmark Financial Services for 16 years and has over 21 years of investment experience. Carolyn is a graduate of Mississippi State University with a Bachelor of Professional Accountancy degree and has obtained FINRA securities registrations 6, 7, 63, and 65, which are held through LPL Financial. 
Carolyn was recognized in 2015 as one of Bank Investment Consultant’s top 100 bank advisors in the nation. 

Bank Investment Consultants ranked bank and credit union advisors by assigning a score between 1 and 11 on the following 6 variables: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM.
 
 

Justin Wilkerson, CLU®
Jackson | 601-208-8606

Mr. Wilkerson is an Insurance Consultant for Trustmark Financial Services in Jackson, Mississippi. He has obtained a license as an Insurance Producer for life, accident, and health in Alabama, Florida, Louisiana, Maryland, Mississippi, Tennessee, Texas, and Virginia. Justin has been with Trustmark for 10 years and has over 12 years of insurance experience. He earned a BS degree in Business Administration from Mississippi State University and obtained the Chartered Life Underwriter designation from The American College of Financial Services. 
 
Madison | 601-499-2198 or 601-499-2199

Ridgeland

Mrs. Bryan is a Financial Consultant with Trustmark Financial Services in the Ridgeland and Madison, Mississippi, areas. Brooke has been with Trustmark Financial Services  for 3 years and has over 12 years of experience in the financial services industry. She is a graduate of the University of Southern Mississippi with a BS degree in Finance. Brooke has obtained FINRA securities registrations 7 and 63, which are held through LPL Financial. 
 

Harold B. Harris, III, RICP®
Meridian | 601-693-9733 or 601-693-9744

Mr. Harris is a First Vice President and a Financial Consultant with Trustmark Financial Services for the Meridian and Northeastern areas of Mississippi. Harold has been with Trustmark Financial Services for 12 years and has over 30 years of experience in the financial services industry. He attended Delta State University and has obtained FINRA securities registrations 7, 9, 10, and 63, which are held through LPL Financial.
 
Harold received the Bank Investment Consultant Honorable Mention for the Top 50 Bank Advisor Award in 2013, and the Bank Investment Consultant Top 100 Bank Advisor Award in 2015. He earned the Chairman’s Award from LPL Financial in 2015 and 2016 and was named to the LPL Chairman’s Club in 2014 based on production.
 
Bank Investment Consultants ranked bank and credit union advisors by assigning a score between 1 and 11 on the following 6 variables: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM.
 
Northern Mississippi/Tennessee
 

Hunter Buatt
Collierville | 901-853-2872

Mr. Buatt is a Vice President and Financial Consultant with Trustmark Financial Services in the Collierville and Memphis, Tennessee, and Northern Mississippi areas. Hunter has been with Trustmark Financial Services for 19 years and has over 24 years of experience in the financial services industry. He is a graduate of the University of Southwestern Louisiana with a BS degree in Business Management. Hunter has obtained FINRA securities registrations 6, 7,63, and 24, which are held through LPL Financial.
 

Texas

Carolyn McLemore, CRPC®
Jackson | 601-208-6029

Mrs. McLemore is a Vice President and Financial Consultant for Trustmark Financial Services and serves the Jackson, Mississippi Metro, and the Houston, Texas, areas. Carolyn has been with Trustmark Financial Services for 16 years and has over 21 years of investment experience. Carolyn is a graduate of Mississippi State University with a Bachelor of Professional Accountancy degree and has obtained FINRA securities registrations 6, 7, 63, and 65, which are held through LPL Financial. 
Carolyn was recognized in 2015 as one of Bank Investment Consultant’s top 100 bank advisors in the nation. 
 
Bank Investment Consultants ranked bank and credit union advisors by assigning a score between 1 and 11 on the following 6 variables: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM.
 
 
 
 
 

 

 

Ann Devine
Eufaula | 334-619-3713

Mrs. Devine is a Vice President and Financial Consultant for Trustmark Financial Services in the Eufaula, Alabama, area. Ann has been with Trustmark Financial Services  for 4 years and has over 17 years of experience in the financial services industry. She attended Williams College and the Connecticut School of Finance and Management. Ann has obtained FINRA securities registrations 6, 7, 63, and 66, which are held through LPL Financial.

 

 

 

Robert "Bob" Tatum, CFP®
Mobile | 251-438-6235 or 251-338-6072

Mr. Tatum is a Financial Consultant for Trustmark Financial Services for the Mobile, Alabama, and Gulfport, Mississippi, areas. Bob has 28 years of experience in the financial services industry. He is a graduate of the University of Mississippi with a BS in Business Administration. Bob has obtained FINRA securities registrations 6, 7, 63, and 65, which are held through LPL Financial.
 
 
 
  

Andrew Comans
Brandon | 601-825-1825 or 601-825-1883

Mr. Comans is a Financial Consultant with Trustmark Financial Services in the Brandon, Mississippi, area. Andrew has been with Trustmark Financial Services for 5 years and has 6 years of experience in the financial services industry. He is a graduate of Mississippi College with a BS degree in Business Administration. Andrew has obtained FINRA securities registrations 7 and 66, which are held through LPL Financial.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Robert "Bob" Tatum, CFP®
Gulfport | 228-870-2427

Mr. Tatum is a Financial Consultant for Trustmark Financial Services for the Mobile, Alabama, and Gulfport, Mississippi, areas. Bob has 28 years of experience in the financial services industry. He is a graduate of the University of Mississippi with a BS in Business Administration. Bob has obtained FINRA securities registrations 6, 7, 63, and 65, which are held through LPL Financial.
 
 

Jason Little
Jackson | 601-208-3808

Mr. Little is an Assistant Vice President and Financial Consultant at Trustmark Financial Services and serves the Jackson, Mississippi, Metro area. Jason has been with Trustmark Financial Services for 15 years and has 16 years of experience in the financial services industry. He is a graduate of Millsaps College with a BS degree in Business Administration and an MBA from Mississippi College. Jason has obtained FINRA securities registrations 6, 7,63, and 65, which are held through LPL Financial.
 

 

John K. Nowell
Jackson | 601-208-5862

Mr. Nowell is a First Vice President and a Financial Consultant with Trustmark Financial Services. He has served Trustmark Financial Services clients for over 22 years. John is a 1995 graduate of the University of Mississippi with a BA degree in Finance. He has been recognized by LPL Financial as a Top Financial Advisor and is a current member of the Patriots Club based on annual production. John has obtained FINRA securities registrations 7 and 63, which are held through LPL Financial.        
 
 
 
 
 
 
 


 

 

Cal Callen
Laurel | 601-428-6263 or 601-428-6247

Mr. Callen is an Assistant Vice President and Financial Consultant for Trustmark Financial Services in the Laurel, Mississippi, area. He has been with Trustmark Financial Services for 6 years and has over 38 years of experience in the financial services industry. He is a graduate of Belhaven University with a BS degree in Business Administration and a graduate of the Southern Trust School in Birmingham, Alabama. Cal has obtained FINRA securities registrations 7, 63, and 66, which are held through LPL Financial. 

 

Carl Graham, CLU®
Meridian | 601-693-9733 or 601-693-9778

Mr. Graham is a Financial Consultant with Trustmark Financial Services in the Meridian, Mississippi, area. Carl has been with Trustmark Financial Services for 4 years and has over 12 years of experience in the financial services industry. He is a graduate of the University of West Alabama with a BBA degree and the University of Southern Mississippi with an MBA. Carl has obtained FINRA securities registrations 7, 63, and 66, which are held through LPL Financial.

 

Charles Brown
Vicksburg | 601-631-3226
Clinton
Mississippi Delta

Mr. Brown is a Vice President and Financial Consultant for Trustmark Financial Services in the Vicksburg, Clinton, and Mississippi Delta areas. Charles has been with Trustmark Financial Services for 13 years and has over 20 years of experience in the financial services and banking industries. He is a graduate of the University of Memphis with a BS degree in Education and Union University in Jackson, Tennessee, with an MBA. Charles has obtained FINRA securities registrations 6, 7, 63, and 65, which are held through LPL Financial.
 
 
 
 
 
 
 
 
 
 
 

 

 

William Kenton Collins
Collierville | 901-853-2872

Mr. Collins is a Financial Consultant with Trustmark Financial Services in the Collierville, Tennessee, and Northern Mississippi areas. Kenton has been with Trustmark Financial Services for 13 years and has 15 years of experience in the financial services industry. He is a graduate of East Tennessee State University with a BS degree in Finance. Kenton has obtained FINRA securities registrations 7 and 66, which are held through LPL Financial. 

 

 Florida

 

Anthony Strachan, CFP®, ChFC®
Pensacola | 850-444-7603

Mr. Strachan is a Vice President and Financial Consultant with Trustmark Financial Services for the Pensacola, Florida, area. Tony joined Trustmark Financial Services in 2017 and has 22 years of experience in the financial services industry and served in the United States Navy. He studied financial planning and economics at American College in Bryn Mawr, Pennsylvania. Tony earned a Certified Financial Planning designation and is a Chartered Financial Consultant. He has obtained FINRA securities registrations 6, 7, 24, 63, and 65, which are held through LPL Financial. 

Securities and advisory services offered through LPL Financial, member  FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. Trustmark Financial Services is a division of Trustmark Tailored Wealth, which is a division of Trustmark National Bank. Trustmark Financial Services, Trustmark Tailored Wealth, 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 securities business in: AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, and WI. Please note that not all of the investments and services mentioned are available in every state.

 

 

Securities and Insurance Products:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value
Not Insured by any Federal Government Agency | Not a Bank Deposit