Tailored Wealth

 

Helping you reach your goals


As your true  wealth partner, we don't offer a one-size-fits-all program
Trustmark Tailored Wealth provides comprehensive and customized wealth management services for individuals, businesses and corporations for the purpose of helping our clients accumulate, preserve, and transfer wealth. We're more than just advice and a plan — we are experienced providers of wealth management strategies tailored to each client's unique needs. By integrating our many areas of expertise and years of experience, we offer wealth management services that help our clients identify their financial objectives, and we provide strategies to help meet their individual goals. 

 

Trustmark Tailored Wealth Services include:
  • Money Management 

  • Brokerage Services*

  • Comprehensive Financial Planning

  • Institutional and Personal Trust Services

 

A team you can trust 

There are more than 150 professionals under the Trustmark Tailored Wealth umbrella who bring a 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, our professionals are also well-credentialed holding a variety of professional designations, which adds an even greater breadth to our service. That's the power of Trustmark Tailored Wealth. 


Our collaborative approach

By drawing on key areas within our organization and utilizing our efforts from them, we are able to provide adept, multi-faceted research — and market-based strategies. Each of our highly specialized service areas work collaboratively, so that we can provide you with personalized and seamless wealth management strategies. 
 
Trust includes estate planning and personal 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 provides investment management services for our many Trust clients. 

 

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

 

Trustmark Financial Services offers access to equities, bonds, mutual funds, separately-managed accounts, custom portfolio strategies, fixed and variable annuities, alternative investments, and life, long-term care, and disability products through its relationship with LPL Financial, Member FINRA/SIPC.*
Modular or comprehensive Financial Planning delivered by our financial planning professionals will assist you in implementing effective financial strategies for your retirement planning, estate planning, asset allocation, insurance needs, education funding, and business succession planning. 
 
Access to traditional banking services, such as lending and deposit functions, are provided through Trustmark Private Banking, where we focus on service delivery with an exceptionally high degree of personal attention. 
myTailoredWealth - An innovative, streamlined approach to your account management.
Click here to learn more about our online portal and mobile app.
  
For more information, please contact our Tailored Wealth team at 
601-208-2952 or 1-855-482-3828
 
 
 

*Securities 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 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.

Trustmark Investment Advisors, Inc., is an SEC-registered investment adviser, a wholly-owned subsidiary of Trustmark National Bank, and a division of Trustmark Tailored Wealth. LPL Financial is not affiliated with Trustmark National Bank or Trustmark Investment Advisors, Inc. 

Financial Planning services are offered through Trustmark Tailored Wealth, a division of Trustmark National Bank. Certain advisory products and services are offered through LPL Financial, a registered Investment Adviser.

 

 

 

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