Understanding Your Legacy
A trust plan can provide convenience and security in the management of your wealth, efficiency in key family dynamics & tax issues, and peace of mind in the knowledge that what you’ve worked so hard to create and build will be there for your heirs or your chosen charities. The wealth you create is a reflection of your lifelong diligence. Our Trust professionals understand the importance of the matters defining your wealth: how you've built it, how you wish to manage it and what you want to accomplish in the future. They've spent years learning and practicing the art and science of wealth management, and they are prepared to assist you in one of your most important endeavors.
A proper plan with our team alongside you will provide the highest fiduciary standard and continuity to ensure that your beneficiaries have steadfast reliability the duration of the trust. We have been serving clients in the trust industry since our bank’s inception in 1904, and we pride ourselves on our long-standing history of providing compassionate and diplomatic service to all of our clients.
Trust Services
- Revocable Living Trusts
- Irrevocable Trusts
- Marital & Credit Shelter Trusts
- Directed Trusts (Outside Investment Advisor)
- Asset Protection Trusts
- Special Needs Trusts
- Testamentary Trusts
- Family Trusts
- Generation Skipping & Dynastic Trusts
- Estate Administration/Executor Services
- Charitable Trusts/Foundations
- Escrow Services
- Comprehensive Investment & Unique Asset Management
Information
For more information call Brandy Stanford at 662-680-1285 or email us at [email protected].
Understanding Your Legacy
A trust plan can provide convenience and security in the management of your wealth, efficiency in key family dynamics & tax issues, and peace of mind in the knowledge that what you’ve worked so hard to create and build will be there for your heirs or your chosen charities. The wealth you create is a reflection of your lifelong diligence. Our Trust professionals understand the importance of the matters defining your wealth: how you've built it, how you wish to manage it and what you want to accomplish in the future. They've spent years learning and practicing the art and science of wealth management, and they are prepared to assist you in one of your most important endeavors.
A proper plan with our team alongside you will provide the highest fiduciary standard and continuity to ensure that your beneficiaries have steadfast reliability the duration of the trust. We have been serving clients in the trust industry since our bank’s inception in 1904, and we pride ourselves on our long-standing history of providing compassionate and diplomatic service to all of our clients.
Trust Services
- Revocable Living Trusts
- Irrevocable Trusts
- Marital & Credit Shelter Trusts
- Directed Trusts (Outside Investment Advisor)
- Asset Protection Trusts
- Special Needs Trusts
- Testamentary Trusts
- Family Trusts
- Generation Skipping & Dynastic Trusts
- Estate Administration/Executor Services
- Charitable Trusts/Foundations
- Escrow Services
- Comprehensive Investment & Unique Asset Management
Information
For more information call Brandy Stanford at 662-680-1285 or email us at [email protected].
Rocky Miskelly
President & Chief Fiduciary Officer Rocky Miskelly
President & Chief Fiduciary Officer MS-Tupelo Allison is a graduate of Mississippi University for Women with a Bachelor of Science in a Para Legal Studies and Accounting. She also holds a Masters in Business Administration with a concentration in Finance from Louisiana State University. Mrs. Youngblood joined Renasant Wealth Management Trust Division in 2012 with 20 years of experiences in the financial services industry. She currently serves as Chairperson of the Trust Administrative Committee and is a voting member of the Trust Investment Committee. Allison is a current member, and past Chairperson, of the Mississippi Banker’s Association Trust Committee. Allison holds the Accredited Fiduciary Investment Manager designation and is responsible for the management and oversight of Renasant Wealth Management Trust Services Division. Crystal has been with Renasant Bank since 1994 and has over 25 years of experience in wealth management. Crystal specializes in Personal Trust services, Corporate Bond administration and Individual Retirement Accounts. She is focused on clients and their specific needs while administering accounts with the highest integrity. Crystal serves her community through a range of activities. She volunteers for Meals on Wheels, United Way of North MS and Keep Tupelo Beautiful. She is a current member of the City of Tupelo Quality of Life Task Force and past board member for Gardner-Simmons Home. Crystal holds a BBA in Business Administration from the University of Mississippi. She is a graduate of Cannon Financial Institute receiving certifications as both a Certified Trust Financial Advisor and Certified Securities Operation Professional. Crystal received a Certificate in Financial Planning from the University of Georgia- Terry College of Business. Brandy Stanford
Vice President and Business Development Trust Officer
Vice President and Business Development Trust Officer Brandy has been at Renasant serving clients in the trust and estate services realm since 2011. She is a graduate of the University of Mississippi where she obtained a B.B.A. in Managerial Finance. Brandy is an honor graduate of Cannon Trust School, holds a Certificate of Financial Planning from Bryant University, and holds the distinctive certifications of a Certified Trust and Fiduciary Advisor (CTFA) and an Accredited Trust and Financial Advisor (ATFA). As a Trust Officer, Brandy manages a diverse portfolio of wealth relationships consisting of multiple types of trusts, estates, charitable organizations/foundations, individual retirement plans, and agency, custodial and escrow accounts. In her Business Development role, Brandy meets and helps inform current and prospect clients of Renasant’s Trust services. She works as a connector and educator of our administrative services to help find the pathway to help develop and implement each client’s specifically tailored plan. Please feel free to reach out to Brandy at (662)680-1285 or [email protected] to schedule a time to discuss your trust and estate plan. Brandy and her family reside in Tupelo, MS. Active in the local community, Brandy currently serves in many ways. She serves on the Board of C.A.S.A., Inc., a non-profit childcare agency, and on multiple school booster organizations. She volunteers as a United Way Community Impact Volunteer, in the Finance Sector of the Imagine the Possibilities Career Fair, and as a Grant Reviewer for the Assoc. of Excellence in Education. She is also a 2022 Graduate of the Jim Ingram Community Leadership Institute. Whitney is a graduate of Mississippi State University with a Bachelor of Business Administration degree. Whitney attended Cannon Financial Institute where she obtained her Certified Trust and Financial Advisor designation. She also holds the Accredited Investment Fiduciary® designation and the Chartered Retirement Plans Specialist® designation. Whitney has over thirteen years of Trust and Investment experience. Whitney and her husband, Chase, reside in Germantown, TN and have three children. Whitney has over thirteen years of experience in the Trust Industry and is committed to long-term client relationships. She serves your trust and estate needs by acting in a fiduciary capacity which is simply putting your needs and interests first. Whitney works as a valuable member of your trust team, alongside your Trust & Estate Attorney and your Trust Accountant.
Assistant Vice President and Trust Officer Laura is responsible for administration of various types of accounts while also maintaining client relationships. Laura has been with Renasant Bank since 2013 and received a Bachelor of Science in Human Environmental Sciences from The University of Alabama in 2011. Rebecca joined Renasant in February of 2017. She brought with her 6 years of experience in Trust before joining Renasant, so combined she now has 10 years in the Trust. Rebecca graduated with a Bachelor of Science majoring in General Business from the Mississippi University for Women in 2009. Before entering into the trust & finance realm, she worked at Mississippi University for Women the Financial Aid office for 12 years and served as Assistant Director. Rebecca has attended Trust School at Cannon Financial Institute and ia currently working on obtaining her CTFA (Certified Trust Fiduciary Advisor) certification. Rebecca was born and raised in San Antonio, TX but moved to Columbus, MS in 1995 where she currently resides with her husband.
Dir. of Fiduciary Risk Mgmt & Regulatory Compliance MS-Tupelo Jerri has been a part of Renasant Bank for 22 years, of which the last 11 have been in Renasant Wealth Management. She serves as the Director of Fiduciary Risk Management and Regulatory Compliance. In her role, Jerri serves as the Chief Fiduciary Risk Officer for the Trust Department, charged with identifying risk in the overall portfolio and managing fiduciary compliance activities. She is also responsible for ensuring the Trust Department is in compliance with regulatory and policy requirements. Jerri graduated from Mississippi State University with a Bachelor’s Degree in Accounting. She is a graduate of Cannon Financial Institute receiving certifications as both a Certified Trust Financial Advisor and Certified Fiduciary and Investment Risk Specialist.
Rocky Miskelly
About Rocky …
About Allison …
About Crystal …
Brandy Stanford
About Brandy …
About Whitney …
Laura McCurry
About Laura …
About Rebecca …
Jerri Pannell
About Jerri …
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