Bankplus Wealth Management LLC

Bankplus Wealth Management LLC, a Mississippi-based limited liability company, is a registered investment advisory firm with the U.S. Securities and Exchange Commission. The firm, which has a team of 5 employees, including 4 advisory professionals, provides investment advice and manages portfolios for a client base of 113 individuals. With SEC approval since 2010, Bankplus Wealth Management LLC has earned a reputation as a reliable fiduciary committed to helping its clients achieve their financial goals.

• BANKPLUS

  MEMBER owns 75% or more

• FORBES LEWIS WATSON

  SENIOR VICE PRESIDENT owns less than 5%

• JULIA M OTT

  VICE PRESIDENT owns less than 5%

• MARY PATRICIA MARTIN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• BANCPLUS CORPORATION

  HOLDING COMPANY OF BANKPLUS owns 75% or more

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