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Article Excerpt
Estate/Retirement Planning Consultants
Name, Year Founded Top Officer Specialties Address Phone /Fax Number AmSouth, 1879 Jim Purdie, Sr., N/A 210 E. Capitol St., Vice President Jackson, MS 39201 (601) 354-8156/ 968-4858 AmSouth, 1970 Bobby Lightsey, Wealth management 202 S. 40th Ave., Trust Officer Hattiesburg, (601) 261-4328/ MS 39402 261-4309 AVL WealthCare, Rodney M. Van Loon, Financial, tax and LLC, 1999 CPA/PFS, CFP[R] investment planning 9490 Three Rivers (228) 863-0437/ Rd., Gulfport, 863-1165 MS 39503 Barnes, Broom, Harris H. Barnes Wills, trusts, Dallas and McLeod, III, Managing Member probate, retirement PLLC, 1986 (601) 981-6336/ plans, estate 5 River Bend Pl., 981-7075 planning, taxation, Ste. A, Flowood, business plans MS 39232 Butler, Snow, Jay A. Travis III Estate and trust O'Mara, Stevens & (601) 985-4527/ administration, Cannada, PLLC, 1954 985-4500 estate and wealth 210 E. Capitol St., tax planning 17th Fl., Jackson, MS 39201 Copeland, Cook, Tom Lacey Estate planning, Taylor & Bush PA. (601) 856-7200/ family wealth 1062 Highland Colony 856-7626 planning, wills and Pky., Jackson, trusts, probate and MS 39158 estates EFP Wealth Doug McDaniel, CPA, Investments, Management, 1985 PFS, CFP[R] retirement and 1501 Lakeland Dr., (601) 364-7300/ estate planning Ste. 201, Jackson, 364-7307 MS 39216 Erskine W. Wells Erskine W. Wells Estate and Jr., CFP, CSA, Jr., CFP[R], retirement planning J.D., 1981 CSA, J.D. wealth management 5258 Cedar...
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