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    Financial Planners
    Financial Planners
    RANKCompany
    Address
    Phone
    Website
    Top Officer
    Founded
    Advisers
    CFA's/ CFP's
    Specialties
    1Trustmark Wealth Management
    248 E. Capitol St., Ste. 1000, Jackson, MS 39201
    601-208-6576
    www.trustmark.com
    Douglas H. Ralston
    1949
    26
    10
    Personal trust services; corporate trust/institutional custody services; retirement planning; asset management; financial services; risk management; private banking; financial management
    2Allen Financial Group
    5898 Ridgewood Rd., Jackson, MS 39211
    601-956-6656
    www.afgnetwork.com/
    David B. Allen, Dave Jesiolowski
    1978
    25
    4
    Personal planning; investment planning; retirement planning; risk management; estate planning; charitable/philanthropic planning; corporate services; employee benefits; employer-provided retirement plans; executive compensation
    3Pinnacle Trust Company
    101 Port St., Ste. 200, Madison, MS 39110
    601-957-0323
    www.pinntrust.com
    Stacey L. Wall
    1997
    11
    6
    Asset management; financial planning; trust administration
    4Sound Financial Strategies Group, Inc.
    579 Lakeland East Dr., Flowood, MS 39232
    601-856-3825
    www.soundfsg.com
    Sammy Dean, Danny Matthews
    1993
    9
    3
    Risk management; tax planning; investment allocation; retirement planning; education planning; estate planning
    5Security Ballew Wealth Management
    4800 I-55 N., Ste. 21, Jackson, MS 39211
    601-368-3500
    www.sbcorp.com
    Brooks Mosley
    1988
    7
    2
    Asset management; 401(k); 403(b); defined benefit; profit sharing; comprehensive financial planning; estate & business succession planning