Page 78 - South Mississippi Living - September, 2024

Left to Right Top Row:
Sharon Strickland, Tamara Reverol, and Julia Roberts.
Left to Right Bottom Row: Karen Garner, Brooke Robson,
and Tonia Bishop.
The Women of
Roberts Wealth Management
With keen attention to detail, Roberts Wealth Management has broken the boundaries of what is expected in the financial industry. By forming interpersonal relationships with clients and providing fully comprehensive retirement plans, the company has built a business model that is not seen in its field.
The local, family-owned Fiduciary firm embraces an approach that has clients reaping the benefits of all its strengths and differences. Clients of Roberts Wealth benefit from ongoing educational opportunities through various resources, such as their monthly dinner seminars and biweekly workshops.
Roberts Wealth matches all money that is raised by their clients to support SOS4America – Veterans Suicide Prevention. For the past five years, they have been able to send a group of veterans on trips across the country for months at a time with other at risk veterans, giving them the support they need as well as a once-in-a-lifetime experience.
In what is often perceived as a male-dominated industry, Roberts Wealth has specifically curated a group of strong, intelligent women to enhance the value that they offer their clients and the team as a whole. The company embraces the feminine energy in the industry, giving each woman the comfort to have a voice.
Julia Roberts, CMO
Who or what inspired you to pursue
your current career? Roberts Wealth was founded by my grandfather over 20 years ago. I grew up in the family business
and even spoke at seminars and events starting at 10 years old. Although I had
no intention of joining the industry after graduating college, a part-time job during my final semester amidst COVID gave me a new perspective. I saw the impact we have on our clients’ lives, the true family we’ve built, and the community of strong, intelligent people I was becoming part of. This experience became one of the biggest blessings in my life, and I couldn’t give it up. Now, I am more passionate than ever about continuing that legacy and changing people’s lives.
78 | September 2024 www.smliving.net | SOUTH MISSISSIPPI Living