Page 70 - South Mississippi Living - August, 2015

BUSINESS & INDUSTRY financial planning
Paul Roberts, III and wife Heisi Roberts
wealth management
Rstory by Lynn Lofton photo courtesy of Catherine Tindall
oberts Wealth used by many companies today,” Paul Management is a family Roberts, III said.
business providing a “We take our standards seriously, number of financial which means we will always act in the services while treating best interest of our clients.”
clients like family. Paul Roberts, III is leading the Biloxi The Roberts’ philosophy is easy to office. He was born and raised in
education, and commitment helping to build a strong and stable financial portfolio.”
His goal is to continue educating the Gulf Coast area while bringing success to his clients and guiding them to reach their financial objectives.
He is also highly motivated to give back to the community. He participates and hosts numerous charitable events throughout the year supporting veterans, elderly and children in need. In his spare time he enjoys spending time with his family while boating, fishing, and just being together in the sun and water.
Roberts Wealth Management
2550 Marshall Rd, Ste 400 Biloxi, MS 39531 228.388.2031
understand. “If you’re ready to take control of your finances and future and reach and maintain retirement success while simplifying your financial life, we’re ready to help you attain those goals,” said Paul Roberts, Jr., founder of the company. “Let’s talk about how our family can help your family.”
Paul Roberts, III is now leading
the Biloxi office. April Roberts and Summer Roberts have expanded Roberts Wealth Management to Texas. The team believes clients need a reliable, understanding partner in financial planning.
“We are an investment planning firm of independent financial advisors who don’t believe in the typical sales tools
Biloxi and is the proud husband of Heisi and father of three children, Jordan-19, Joplyn-17, and Julia-16. He earned a Bachelor of Science degree from the University of South Alabama. After graduation, he joined his father in the family business and has a proven record of success, winning multiple awards from top financial companies, including membership in the Million Dollar Round Table.
“I’m passionate about educating and simplifying the complex world
of finance for clients,” he said. “I like to provide a professional atmosphere, yet still have a vibrant and friendly office. I believe everyone should
have someone with honesty, integrity,
70 SOUTH MISSISSIPPI Living • August 2015
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