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T. Scott Robertson, III
T. Scott Robertson, III
Director - Wealth Management
Financial Advisor
4450 Old Canton Rd
Suite 100
Jackson, MS 39211
tel: 601-321-7746
toll free: 800-227-0202
fax: 601-321-7739
Email Me
Welcome Education Honors Services Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Education and Licensing
  • BA - Economics, 1992
    Minor - Communications
    Wake Forest University
    Winston-Salem, NC
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
Honors and Recognitions
  • Director's Council, 1999 - Present
    Smith Barney
  • Chairman's Council, 1996 - 1998
    Smith Barney
  • President's Council, 1995
    Smith Barney
  • 10 Year Loyal Service Award
  • Baton Rouge Business Report
    Top 40 Under 40
Services
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Futures
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
Business Experience
  • 1995 - Present: Morgan Stanley Smith Barney*
    Director - Wealth Management
    Financial Advisor
    Jackson, MS
  • 1993 - 1995: Morgan Stanley
    Senior Vice President - Wealth Management
    Bethesda, MD
Bulletin Board
  • If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
  • An individually managed account is a customized portfolio primarily of stocks and/or bonds, and cash, that employs the services of a professional portfolio manager.
T. Scott Robertson, III is licensed in the following state(s): AZ, CA, CO, DC, FL, LA, MD, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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