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Brooke Bryan, CFP®

Trustmark Wealth Management

248 E. Capital Street
Suite 1030
Jackson, MS 39201
Phone: (601) 208-2897
Fax: (601) 898-9069

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: Fee only investment advisor. Commissions from insurance solutions only.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.