Your Goals Deserve the guidance of experienced Financial Partners
Affluent families and the complexities that accompany wealth require a greater degree of comprehensive planning, while fiduciaries count on prudent counsel to help ensure they are complying with their responsibilities.
We take pride in being one firm that delivers both. You can be confident in the financial guidance our experienced team brings to the table. It’s the right advice for you. Right here in Jackson, Mississippi.
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Our Team
A multigenerational team built on experience and a family legacy encompassing three generations.
“We are proud of the sophisticated investment advice we are able to offer our clients.”
BILL GEARY, CFA®
Senior Vice President, Investments
commentary & insight
Stay focused on the long game
03/31/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The case for high(er) for longer is still intact
03/31/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Weekly market guide
03/31/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Parental leave policies leave parents wanting more
Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle
Spend your retirement thriving
How to make your retirement rewarding and meaningful.
Retirement & Longevity
- 4266 I 55 N Ste 200 Jackson, MS 39211-6393
- T: 601.368.2200
- F: 601.368.9992
- Map & Directions
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