Tom Roberts

Senior Client AdvisorMobile Office

Mr. Roberts serves as a client advisor for various types of trusts, estates, and investment management agency accounts. He has extensive experience in the trust and estate area, beginning his career in 1968 with the Merchants National Bank of Mobile. He managed the South Alabama Trust Division for SouthTrust Bank, later Wachovia Bank, and most recently served as a senior relationship manager for Trustmark Wealth Management. He has served in various roles on the local boards of the American Heart Association, and the American Cancer Society, as well as the Mobile Historic Development Association. He is a past President of the Auburn Alumni Association of Mobile and the Estate Planning Council of Mobile.

Education

  • Degree in Finance from Auburn University
  • Graduate of Rutgers Banking School
  • Graduate of National Graduate Trust School at Northwestern University

Core Disciplines