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    Financial Planners
    Financial Planners
    RANKCompany
    Address
    Phone
    Website
    Top Officer
    Founded
    Specialties
    CFA's/ CFP's
    Advisers
    1Merrill Lynch Wealth Management
    1022 Highland Colony Pkwy, Suite 100, Ridgeland, MS 39157
    601-607-7600
    ml.com
    1916
    Financial Planning / Retirement Planning / Estate and Wealth Transfer Full service firm
    20
    50
    2Allen Financial Group
    5898 Ridgewood Rd., Jackson, MS 39211
    601-956-6656
    afgnetwork.com
    David B. Allen
    1978
    Estate planning, Business planning, Personal Wealth Management and Risk Management
    3
    30
    3Raymond James - Jackson
    4266 I-55 N., Suite 200, Jackson, MS 39211
    601-368-2200
    raymondjames.com /jacksonmswealthmanagement
    Bill Geary
    2013
    Financial planning, including branches in Grenada, Hattiesburg, Meridian, Tupelo.
    3
    29
    4Trustmark Wealth Management
    248 E. Capitol St., Ste. 1000, Jackson, MS 39201
    601-208-6576
    trustmark.com
    Douglas H. Ralston
    1949
    Personal trust services; corporate trust/institutional custody services; retirement planning; asset management; risk management; private banking; financial management
    10
    26
    5BancorpSouth Wealth Management
    525 E. Capitol St., Jackson, MS 39215
    601-944-3588
    bancorpsouth.com
    Terry Mobley
    Asset Management and Trust services
    5
    25