Teams at Trustmark Bank

Prepare and present comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Analyze financial circumstances, develop recommendations, coordinate with wealth-management teams, and address retirement, estate, tax, insurance, charitable, and succession planning. Build trusted client relationships, maintain planning workflows, present to clients and prospects, and collaborate with internal and external professionals. Higher levels mentor colleagues, handle complex cases, and improve planning processes and capabilities.