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Certified Financial Planners in US

Mississippi Certified Financial Planners Directory

Trustoria includes a professional profile for nearly every Certified Financial Planner in Mississippi.

Find more Certified Financial Planners and other Financial brokers near in Mississippi by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

48 results found

Jerry Toney Starkville, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor

Experience & Education

Position:
CFP at Cadence Bank
Title:
CFP® with Cadence Bank
Location:
Starkville, Mississippi
Industry:
Investment Management
Work history:
Cadence Bank CFPsince Jul 1996
Full Profile

Rhonda Ferguson Columbus, MS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Planner • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner®, Certified Fund Specialist® & Registered Investment Advisor at...
Title:
Certified Financial Planner® & Certified Fund Specialist® | Registered Investment Advisor | CEO of Financial Concepts
Location:
Columbus, Mississippi
Industry:
Financial Services
Work history:
Financial Concepts - Mississippi - Columbus, MississippiCertified Financial Planner®, Certified Fund Specialist® & Registered Investment Advisorsince Jul 1988Financial Concepts - Mississippi - Columbus, MississippiFinancial Consultant | Insurance & Retirement Expert | Estate & Tax Plannersince Jul 1988
Certifications:
CERTIFIED FINANCIAL PLANNER™ (CFP®), College for Finanical Planning
Certified Fund Specialist (CFS®), Institute of Business & Finance
Full Profile

Elton Thomas Columbus, MS

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Valic Financial Advisors
Title:
Financial Advisor and CFP® with VALIC Financial Advisors Inc.
Location:
Columbus, Mississippi
Industry:
Financial Services
Work history:
Valic Financial Advisors Financial Advisorsince Dec 2003Painewebber - Columbus, MSFinancial AdvisorApr 2001 - Sep 2003
Full Profile

Karl Byrd Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Executive Vice President • Chief Executive • Vice President • Financial Manager • Security • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Security Ballew, Inc., Executive Vice President at Security Ballew Wealth Management
Title:
Partner, Security Ballew, Inc.
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Security Ballew, Inc. Partnersince May 1989Security Ballew Wealth Management Executive Vice Presidentsince 1989
Full Profile

David Morse Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Coker and Palmer Investment Securities, Inc.
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Coker and Palmer Investment Securities, Inc. Certified Financial Plannersince Sep 2000
Skills:
Retirement Planning, Wealth Accumulation Strategies, Wealth Preservation Planning, Fixed Income,...
Full Profile

Greg Breland Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Breland Financial Group
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Breland Financial Group Certified Financial Plannersince Dec 1984
Full Profile

John Kenna Biloxi, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Owner at Kenna CFP, CPA
Title:
Owner, Kenna CFP, CPA
Location:
Biloxi, Mississippi Area
Industry:
Accounting
Work history:
Kenna CFP, CPA Ownersince Jun 2006
Certifications:
Certified Public Accountant, Mississippi Society of Certified Public Accountants
Certified Financial Planner, Certified Finanncial Planner Board
Full Profile

Blake Headley Jackson, MS

Professions & Specialties

Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Financial Analyst • Operations Manager • Financial Compliance Examiner • Auditor • Controller • Sports Trainers • Sports Game Coach

Experience & Education

Position:
Managing Director I Portfolio Manager; CFP® at Blacksummit Financial Group, Inc.
Title:
Managing Director | Portfolio Manager; CFP®
Location:
Jackson, Mississippi Area
Industry:
Investment Management
Work history:
Blacksummit Financial Group, Inc. Managing Director I Portfolio Manager; CFP®since Jan 2009BankPlus Commercial Lending1997 - 2009
Skills:
Financial Analysis, Banking, Credit Analysis, Credit
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

John Kenna Biloxi, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Kenna CFP, CPA
Title:
Owner, Kenna CFP, CPA
Location:
Biloxi, Mississippi Area
Industry:
Accounting
Work history:
Kenna CFP, CPA Ownersince Jun 2006
Full Profile

Chris Collins Biloxi, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Student Worker

Experience & Education

Position:
CFP®, CRPS®; Investment Associate at Merrill Lynch
Title:
CFP®; Investment Associate at Merrill Lynch
Location:
Biloxi, Mississippi Area
Industry:
Financial Services
Work history:
Merrill Lynch - Slidell, LACFP®, CRPS®; Investment Associatesince Jun 2004Mississippi Power Company - Pascagoula, MSSummer Intern2001 - 2003
Skills:
Series 7, Asset Allocation, Wealth Management, Investments, Retirement Planning, Portfolio...
Full Profile

Germaine Weldon Gulfport, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA/CFP at AVL Wealthcare
Title:
CPA/PFS, CFP(r) at AVL Wealthcare, LLC.
Location:
Gulfport, Mississippi
Industry:
Investment Management
Work history:
AVL Wealthcare CPA/CFPsince Oct 2003
Full Profile

Debbie Arnold Eggville, MS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
CFP(R)-Financial Advisor at Edward Jones
Location:
Saltillo, Mississippi
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince 1997
Full Profile

Reginald Thompson Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Thompson Wealth Advisors
Title:
Certified Financial Planner
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Thompson Wealth Advisors - Jackson, Mississippi AreaCertified Financial Plannersince 2011Allen Financial Group - Jackson, Mississippi AreaFinancial Representative2008 - 2011
Full Profile

Chuck Thompson Biloxi, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Partner at Thompson, Diaz, Baxter, & Assoc.
Title:
Senior Partner, Thompson, Diaz, Baxter, Byrne and Assoc.
Location:
Biloxi, Mississippi Area
Industry:
Financial Services
Work history:
Thompson, Diaz, Baxter, & Assoc. Senior Partnersince 1993
Full Profile

Wade Watts Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER(TM) at UBS, Wealth Strategy Associate at UBS
Title:
CERTIFIED FINANCIAL PLANNER(TM)
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
UBS CERTIFIED FINANCIAL PLANNER(TM)since May 2010UBS Wealth Strategy Associatesince May 2010
Full Profile

Joseph Simpson Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Morgan Stanley Smith Barney
Title:
CFP at Smith Barney
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFPsince Feb 2009
Full Profile

Rita Parker Jackson, MS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP(tm) Financial Advisor at Wachovia Securities LLC
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Wachovia Securities LLC CFP(tm) Financial Advisor
Full Profile

Stephen Griner Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Merrill Lynch
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Merrill Lynch Certified Financial Planner
Full Profile

Ted Longo Biloxi, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CFP; Vice President at Merrill Lynch
Location:
Biloxi, Mississippi Area
Industry:
Financial Services
Full Profile

Stephen Griner Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Keegan
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Full Profile

Steven Griner Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Merrill Lynch
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Full Profile

Theodore Longo Biloxi, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CFP; Vice President at Merrill Lynch
Location:
Biloxi, Mississippi Area
Industry:
Financial Services
Full Profile

Steven Griner Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Keegan
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Full Profile

Cory Lancaster Tupelo, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Tax Attorney at Lancaster Law Firm, PLLC
Location:
Tupelo, Mississippi
Industry:
Law Practice
Work history:
Lancaster Law Firm, PLLC - Tupelo, MississippiTax Attorneysince Apr 2012Holland, Ray, Upchurch & Hillen, P.A. - Tupelo, MississippiTax AttorneySep 2007 - Apr 2012
Skills:
Estate Planning and Administration, Business Operations, Tax Consulting, Trusts, Estate Planning,...
Full Profile

Jeramie Fortenberry Gulfport, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • General Counsel • Corporate Counsel • Lawyers • Of Counsel • Jurist • Legal Counsel • Financial Manager • Philanthrope • Non-Profit • Special Education Professors • Psychology Specialist

Experience & Education

Position:
Attorney at Fortenberry Legal
Title:
Owner, Fortenberry Legal
Location:
Gulfport, Mississippi
Industry:
Law Practice
Work history:
Fortenberry Legal Attorneysince Sep 2008South Mississippi Housing and Development Corporation General CounselSep 2008 - Sep 2010
Skills:
Trusts, Wills, Estate Planning, Probate, Asset Protection, Special Needs Planning, Living Trusts,...
Full Profile

Jason Branning Jackson, MS

Professions & Specialties

Co-Founder • Owner • Founder • Founding Member • Chief Executive

Experience & Education

Position:
Co-Founder at Modern Retirement Theory (MRT, LLC), Owner at Branning Wealth Management, LLC
Location:
Jackson, Mississippi Area
Industry:
Investment Management
Work history:
Modern Retirement Theory (MRT, LLC) Co-Foundersince Jan 2010Branning Wealth Management, LLC Ownersince Mar 2009
Skills:
Retirement Planning, Asset Managment, Estate Planning, Strategic Financial Planning
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Megan Bennett Ocean Springs, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tutor • Recognition • Business Administrator • Support Worker • Bachelor of Science • Bachelor of Business Administration • Customer Service • Financial Manager • Operations Manager

Experience & Education

Title:
--
Location:
Ocean Springs, Mississippi
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial RepresentativeMay 2011 - Sep 2011University of Southern Mississippi Financial Services LabLab Tech/ TutorAug 2010 - May 2011
Full Profile

John Bergland Jackson, MS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Jurist • Legal Counsel • Tour Guide • Education Professional • Instructor

Experience & Education

Position:
President at Bergland Wealth Management, Inc.
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Bergland Wealth Management, Inc. Presidentsince Oct 1985
Skills:
Master of Divinity, Master of Christian Education, Certified Financial Planner(r), Accredited...
Full Profile

Jim Warren Jackson, MS

Professions & Specialties

Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Position:
CEO at Durfold Corporation
Location:
Jackson, Mississippi Area
Industry:
Furniture
Work history:
Durfold Corporation CEOsince Dec 2003CFP Group Architect1999 - 2003
Full Profile

Jeff Bowman Hattiesburg, MS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chief Communications Officer • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel

Experience & Education

Position:
Chief Legal and Communications Officer at South Mississippi Electric Power Association
Location:
Hattiesburg, Mississippi Area
Industry:
Law Practice
Work history:
South Mississippi Electric Power Association - Hattiesburg, Mississippi AreaChief Legal and Communications Officersince Jan 2013Jackson, Bowman & Arrington, PLLC Partner2002 - Dec 2012
Full Profile

Kendra Lowrey Carnes, MS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Partner • Chief Executive • Document Reviewer • Financial Manager • Clerk • Managers • Clerical Specialist • Juris Doctor • Master of Science • Bachelor of Arts • Associate of Arts • Student Worker

Experience & Education

Position:
Owner at Lowrey Law Office, PLLC
Title:
Attorney
Location:
Lumberton, Mississippi
Industry:
Law Practice
Work history:
Lowrey Law Office, PLLC - PO Box 32, Lumberton, MS 39455Ownersince May 2007Lee-Lindsey & Brown Law Office, PLLC PartnerSep 2005 - May 2007
Full Profile

Charles Goldberg Jackson, MS

Professions & Specialties

Supporting Member • Team Member • Cooks • Associate Attorney • Law Specialist • Lawyers • Trust Law Attorney

Experience & Education

Position:
Associate Attorney at Copeland, Cook, Taylor & Bush
Title:
Associate Attorney--Taxation, Business, Estates & Trusts at Copeland, Cook, Taylor & Bush
Location:
Jackson, Mississippi Area
Industry:
Law Practice
Work history:
Copeland, Cook, Taylor & Bush Associate Attorneysince Jun 2009
Full Profile

Danny Matthews Jackson, MS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Financial Director • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at National Planning Corporation (NPC), CFO at Sound Financial Strategies Group,...
Title:
Co-Founder of Sound Financial Strategies Group, Inc.
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
National Planning Corporation (NPC) Financial Advisorsince 2008Sound Financial Strategies Group, Inc. - Flowood, MSCFOsince Dec 1993
Skills:
Public Speaking, Financial Planning, Investments, Retirement Planning, Asset Management, Portfolio...
CFP
Full Profile

Chad Mays Jackson, MS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Managers • Customer Service • Client Service Officer • Master of Business Administration • Financial Manager • Operations Manager • Workforce Development Specialist • Training and Development • Student Worker

Experience & Education

Position:
Associate Financial Consultant at Charles Schwab
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Charles Schwab Associate Financial Consultantsince Jun 2010Fidelity Investments Retirement RepresentativeFeb 2003 - Jul 2010
CFP
Full Profile

Eddie Carlisle Jackson, MS

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Supporting Member • Team Member • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Advisor at Medley & Brown, LLC
Location:
Jackson, Mississippi Area
Industry:
Investment Management
Work history:
Medley & Brown, LLC Advisorsince May 2006Watkins & Eager PLLC AssociateJun 2001 - May 2006
Certifications:
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
Full Profile

John Hill Jackson, MS

Professions & Specialties

Managing Partner • Partner • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at WealthPartners, LLP
Title:
Managing Partner, WealthPartners, LLP
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
WealthPartners, LLP - Jackson, Mississippi AreaManaging Partnersince Dec 1989NFP Affiliate and Registered Representative1996 - 2011
CFP Professionals
Full Profile

Shelly Baker Southaven, MS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Senior Associate • Advisor • Supporting Member • Team Member • Financial Manager • Chief Executive • Bachelor of Business Administration • School Administrator • Educational Manager • Sales Representative

Experience & Education

Work

Company:
Legacy wealth management
Portfolio manager
Company:
Waddell & associates, inc - Memphis, TN
Senior associate advisor

Skills

Holistic Financial Planning, Investment Management, Trust Administration, Relationship Management,...
Full Profile

Kit Prestridge Ridgeland, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Security • Controller • Chief Accountant • Account Manager • Master of Business Administration • Bachelor of Science • Financial Manager

Experience & Education

Work

Company:
Security ballew, inc
Planning specialist
Company:
Smith, turner & reeves, p.a - Jackson, MS
Full Profile

Christian Recarte Bay Saint Louis, MS

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Education

School:
University Of Southern Mississippi - Hattiesburg, MS
Ba in personal financial planner
Full Profile

Henry Dick Jackson, MS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Orderly • Supporting Member • Construction • Team Member • Lecturer • Postsecondary Teacher • Chairperson • Board Member • Board Director • Treasurer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Sewer

Experience & Education

Office:
Page, Mannino, Peresich & McDermott, P.L.L.C.
460 Briarwood Drive, Suite 415, Jackson, MS 39236
Phone:
(601) 896-0114 (Phone)
Specialties:
Estate planning and wealth management, Wills and trusts
ISLN:
911266519
Admitted:
1996, Mississippi, 1996, United States District Court for the Northern and Southern Districts of Mississippi
Biography:


Henry Dick is a member of Page, Mannino, Peresich & McDermott, PLLC. He oversees the...
Full Profile

Henry Dick Gulfport, MS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Orderly • Supporting Member • Construction • Team Member • Lecturer • Postsecondary Teacher • Chairperson • Board Member • Board Director • Treasurer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Sewer

Experience & Education

Office:
Page, Mannino, Peresich & McDermott, P.L.L.C.
2408 14Th Street, Gulfport, MS 39501
Phone:
(228) 868-8999 (Phone)
Specialties:
Estate planning and wealth management, Wills and trusts
ISLN:
911266519
Admitted:
1996, Mississippi, 1996, United States District Court for the Northern and Southern Districts of Mississippi
Biography:


Henry Dick is a member of Page, Mannino, Peresich & McDermott, PLLC. He oversees the...
Full Profile

Henry Dick Biloxi, MS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Orderly • Supporting Member • Construction • Team Member • Lecturer • Postsecondary Teacher • Chairperson • Board Member • Board Director • Treasurer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Sewer

Experience & Education

Office:
Page, Mannino, Peresich & McDermott, P.L.L.C.
Biloxi, MS 39533
Phone:
(228) 374-2100 (Phone)
Specialties:
Estate planning and wealth management, Wills and trusts
ISLN:
911266519
Admitted:
1996, Mississippi, 1996, United States District Court for the Northern and Southern Districts of Mississippi
Biography:


Henry Dick is a member of Page, Mannino, Peresich & McDermott, PLLC. He oversees the...
Full Profile

R. Young Ridgeland, MS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Lawyers • Judicial Law Clerk • Judge • Board Member • Chief Executive • Management Team Executive • Operations Manager • Financial Manager

Experience & Education

Office:
Wells Marble & Hurst, PLLC
300 Concourse Boulevard, Suite 200, Ridgeland, MS 39157
Mailing Address:
P.O. Box 131, Jackson, MS, 39205-0131
Phone:
(601) 707-9652 (Phone)
Specialties:
Estate Planning, Probate
ISLN:
902560510
Admitted:
1971, Mississippi, 1979, U.S. Tax Court
Biography:
Phi Alpha Delta (President). Member, Moot Court Board. Law Clerk to Chief Justice of Mississippi...
Full Profile

William Brown Ridgeland, MS

Professions & Specialties

Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Secretary • Master of Science • School Principal • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Office:
Copeland Cook Taylor & Bush A Professional Association
1076 Highland Colony Parkway, Ridgeland, MS 39157
Phone:
(601) 427-1212 (Phone)
Specialties:
Business Transactions, Estate Planning
ISLN:
917728196
Admitted:
1977, Mississippi, Mississippi State and Federal Courts
Biography:
Professional Organizations and Affiliations:

Certified Public Accountant
..liations: Certified Public Accountant Certified Financial Planner Estate Planning Counc..
Full Profile

Andrew Smith Dallas, TX

Professions & Specialties

Teller • Puchasing and Estimating Manager • Investor • Custodian • Custodial Worker • Cleaners • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Corporate & Investment Bank - Investor Services at J.P. Morgan
Title:
JP Morgan - Investor Services
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
J.P. Morgan - Dallas/Fort Worth AreaCorporate & Investment Bank - Investor Servicessince Sep 2012JPMorgan Chase & Co. - Dallas/Fort Worth AreaSenior TellerOct 2011 - Sep 2012
Skills:
PowerPoint, Excel, Word, Customer Service, Customer Experience
Working toward obtaining CFP
Full Profile

Mike Hamilton Cincinnati, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Captain • Operations Manager • Director of Operations • Customer Service • Client Service Officer • Sales Manager • Chief Executive • Department Supervisor • Manager • Project Managers • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Project Manager

Experience & Education

Position:
Freelance Consulting / Marketing at Partially Retired
Title:
Asst. State Captain, Ohio Patriot Guard Riders
Location:
Cincinnati Area
Industry:
Banking
Work history:
Partially Retired Freelance Consulting / Marketingsince May 2009PostBrowning Operations ManagerJul 2007 - May 2009
CFP
Full Profile

Robert Weinmann New Orleans, LA

Professions & Specialties

Puchasing and Estimating Manager • Co-Owner • Owner • Chief Executive • Financial Manager • Master of Business Administration • Bachelor of Arts • Automotive Specialist • Automotive Professional • Sales Representative

Experience & Education

Position:
Co-Owner at Hollywood South Solutions, LLC, Owner at Whitney Wyndham Hotel, Owner at Champion...
Title:
Automotive, Hospitality and Private Equity Investments
Location:
Greater New Orleans Area
Industry:
Automotive
Work history:
Hollywood South Solutions, LLC - Gulf CoastCo-Ownersince 2012Whitney Wyndham Hotel Ownersince 2000
Certified Financial Planner
Full Profile

David Gilmore Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Operations Manager • Master of Music • Bachelor of Arts • Master of Science • Lecturer • Postsecondary Teacher • Music Professors

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2003Morgan Stanley - Lewisville,TXAssistant Vice PresidentNov 2000 - Jun 2003
Skills:
Series 7, Retirement Planning, Qualified Retirement Plans, Mutual Funds, Wealth Management,...
Certified financial Planner
Full Profile