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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Families

Families

Fiduciaries

Fiduciaries

Doing what it takes to get the job done right

Our Team

A multigenerational team built on experience and a family legacy encompassing three generations.

Bill Geary CFA®
Senior Vice President, Investments Managing Director Senior Vice President, Investments
Chris Correro
Senior Vice President, Investments
Logan Phillips
Senior Vice President, Investments
Ryan Geary
Associate Vice President, Investments
Sha Pollard
Senior Registered Service Associate
Lisa Wilson
Senior Registered Sales Assistant
Ola Fox
Registered Client Service Associate
“We are proud of the sophisticated investment advice we are able to offer our clients.”
BILL GEARY, CFA® Senior Vice President, Investments

commentary & insight

Start the conversation about quiet quitting

Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership

Incremental progress emerging in the banking sector fallout

03/20/2023

CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.
Economy & Policy

Are you protected from market mayhem?

03/20/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Why you should maintain a long-term view amid bank headlines

03/17/2023
CIO Larry Adam shares four points to remember amid volatility in the banking sector and broader market.
Markets & Investing

How will recent news impact interest rates’ trajectory?

03/17/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

A difficult job becomes even more difficult

03/17/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

let’s bring your future into focus

 

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