Wealth

 

Helping you reach your goals

 
Only you know what success should look like
As a true wealth partner, Trustmark doesn’t offer a one-size-fits-all program. We provide 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’re 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 can help you identify your financial objectives, and then provide strategies to help you reach individual goals — and leave your mark.

A team you can trust
There are more than 150 professionals under the Trustmark 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. 

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. 

Trustmark Tailored Wealth


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. 

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. 

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. 

myTailoredWealth - An innovative, streamlined approach to your account management. 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.


Trustmark Financial Services

Trustmark Financial Services offers access to equities, bonds, mutual funds, separately-managed accounts, custom portfolio strategies, fixed and variable annuities, and life, long-term care, and disability products through its relationship with LPL Financial, Member FINRA/SIPC.*
 
 
 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL 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 as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Trustmark Financial Services, and may also be employees of Trustmark National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Trustmark Financial Services or Trustmark National Bank. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency Not Bank
Guaranteed
Not Bank Deposits or Obligations May Lose
Value

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.

The Trustmark Financial Services 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 associated with this site may only discuss and/or transact securities with residents in the following states: 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.