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    BryanJones


      Bryan Jones
    Senior Executive Vice President
    601-607-4321
    BryanJones@BankPlus.net

    As Chief Private Banking Officer, Bryan oversees the Wealth Management Group and Private Client Group. A University of Mississippi graduate, he has dedicated over 40 years of service to the BankPlus team. Bryan is very active in the community, currently serving on the board of the Delta Council. Over the years, he has served as Commissioner of Yazoo County’s Port and Mississippi Wildlife, Fisheries & Parks, Trustee of the Nature Conservancy, and board member of the Friends of Children’s Hospital and the Dixie National Jr. Sale of Champions.
         
    DavidCleland   David Cleland - JD
    President
    601-607-4275
    DavidCleland@BankPlus.net

    David graduated from the University of Mississippi, received his Juris Doctorate from the Mississippi College School of Law and graduated with honors from the National Graduate Trust School at Northwestern University. With more than 40 years in the industry, David has built an expertise in trust and investment management. He has served as chairman of the Financial Management Committee of the Mississippi Bankers Association and chairman of the Estates and Trust Section of the Mississippi Bar Association.

     

    Investment Management 

     TonyEdwards   Tony Edwards - CFA, CPA
    Senior Vice President | Senior Portfolio Manager
    601-607-4282
    TonyEdwards@BankPlus.net

    As a graduate of Harding University with a degree in accounting and economics, Tony brings more than 20 years of investment account management experience to the BankPlus Wealth Management Group. He is a Chartered Financial Analyst and serves on the board of the Chartered Financial Analyst® Society of Mississippi as treasurer and has served as past president. Tony is also a Certified Public Accountant and a member of the American Institute of CPAs and Mississippi Society of CPAs. Through the AICPA, Tony has earned the designation of Personal Financial Specialist.
         
     JamesClark   James Clark - CFA, CFP
    Senior Vice President | Senior Market Strategist
    601-607-4276
    JamesClark@BankPlus.net

    A native of Jackson, James has more than 25 years of investment management experience working with individuals, retirement plans, and foundations. He earned a degree in economics from the University of Mississippi and a Master of Business Administration degree from Millsaps College. James is a Chartered Financial Analyst® and Certified Financial Planner™. He is also a member of the CFA Institute and the CFA Society of Mississippi.
         
     ForbesWatson   Forbes Watson
    Senior Vice President | Portfolio Manager
    601-607-4296
    ForbesWatson@BankPlus.net

    Forbes has been managing individual and institutional portfolios for over 30 years, with particular expertise and proven performance in the selection and management of equity portfolios. Forbes earned a degree in finance from the University of North Texas, and later received his Master of Business Administration degree from Millsaps College.
         
     Spencer Pipitone     Spencer Pipitone
    Portfolio Anaylyst
    601-607-4278
    SpencerPipitone@BankPlus.net

    A native of Brandon, Spencer is a graduate of both Mississippi State University and Millsaps College where he earned a bachelor’s degree and a master’s degree in business administration, focusing on finance, marketing and economics. Spencer graduated Summa Cum Laude from Mississippi State University and has more than three years of banking and financial analyst experience.
         

     

    Trust and Fiduciary Services 

     JeffreyLohmeier   Jeffrey Lohmeier - CTFA
     Senior Vice President
    601-607-4283
    JeffreyLohmeier@BankPlus.net

    Jeffrey earned a degree in banking and managerial finance from the University of Mississippi and completed his graduate work at the National and Graduate Trust School at Emory University. With more than 14 years of experience in the Wealth Management field, Jeffrey has obtained the ABA’s Certified Trust and Financial Advisor (CTFA) designation.
         
     EdEggar   Ed Egger
    Vice President
    601-607-4327
    EdEggar@BankPlus.net

    Ed graduated from the University of Southern Mississippi and received his Master of Business Administration degree at Millsaps College. With over a decade’s experience in the financial services industry, Ed works with clients to design specific financial and investment plans to meet their long-term goals and needs.
         
     PattiDaly   Patti Daly - CTFA
    Vice President
    601-607-4342
    PattiDaly@BankPlus.net

    Patti graduated from Mississippi State University and has amassed over 30 years of experience in the Wealth Management field. She is a graduate of both the Southern Trust School and the National Graduate Trust School at Northwestern University. Patti has also obtained the American Bankers Association’s Certified Trust and Financial Advisor (CTFA) designation.
         
     JuliaOtt   Julia Ott
    Vice President
    601-607-4297
    JuliaOtt@BankPlus.net

    Julia is a graduate of the University of Mississippi and has amassed over 25 years of experience in the Wealth Management field. Throughout her career, she has grown client relationships in areas of investment management, trust, and retirement plan administration.
         
     NathanLucas   Nathan Lucas - JD, CTFA
     Assistant Vice President
    601-607-4284
    NathanLucas@BankPlus.net

    Nathan earned a degree in finance from Auburn University, a Master of Business Administration degree from the University of Alabama - Birmingham and a Juris Doctorate from the University of Alabama School of Law. He has over eight years of experience in trust administration and joined the BankPlus Wealth Management Group in 2012.
         
     LeeLaird   Lee Laird
    Trust Officer
    601-321-1046
    LeeLaird@BankPlus.net

    Lee received his Bachelor of Business Administration in Managerial Finance from the University of Mississippi. He has 17 years of experience in the areas of investment banking, corporate finance, strategic development and relationship management. He is dedicated to personal client service and growing long-term client-centered relationships.
         
     PattiFanning   Patti Fanning
    Personal Trust Officer
    601-607-4280
    PattiFanning@BankPlus.net

    Patti has been with the BankPlus Wealth Management Group since 1999. Before graduating from the Southern Trust School, she received her degree in Business Administration from Belhaven University. 
         
     Brandi Carr   Brandi Carr
    Financial Advisor Assistant
    601-607-4326
    BrandiCarr@BankPlus.net

    Brandi graduated from Jackson State University with a Bachelor of Business Administration degree, as well as a Master of Business Administration degree. With nearly a decade of banking and trust experience, Brandi plays an important role in the Wealth Management Group as part of the client service and support team.
         
    Ebony Evans   Ebony Evans
    Financial Advisor Assistant
    601-607-4318
    EbonyEvans@BankPlus.net

    Ebony is a graduate of Jackson State University and has over 5 years in banking and client service. 
         

     

    Retirement Services 

     JasonChapman   Jason Chapman - AIF, QPFC, QPA, ERPA
    First Vice President
    601-607-4277
    JasonChapman@BankPlus.net

    A graduate of Mississippi State University, Jason has more than 10 years of experience in retirement plan design, administration, and compliance. He is an Enrolled Retirement Plan Agent with the Internal Revenue Service, as well as an Accredited Investment Fiduciary, Qualified Plan Financial Consultant, Qualified Pension Administrator, and Qualified 401(k) Administrator. Jason is also a member of the American Society of Pension Professionals and Actuaries.
         
     PhyllisSaxton   Phyllis Saxton - CRSP
    Trust Officer
    601-607-4341
    PhyllisSaxton@BankPlus.net

    Phyllis has more than 20 years of experience in investment management and retirement services. She graduated from Belhaven University and holds the Certified Retirement Services Professional designation. Phyllis plays a major role in retirement plan administration and helping plan participants with investment and other retirement considerations.
         

     

    Trust Operations 

    PaulasSpurgeon   Paula Spurgeon - CSOP
    First Vice President | Trust Operations Manager
    601-607-4281
    PaulaSpurgeon@BankPlus.net

    Paula is a graduate of Delta State University and has more than 24 years of combined banking and trust operations experience. She completed her graduate work at the Cannon Financial Institute at Pepperdine University. Paula is a Certified Securities Operations Professional and serves as a member of the Institute of Certified Bankers.
         
     Tyler Champion   Tyler Champion
    Trust Operations Specialist
    601-607-4279
    TylerChampion@BankPlus.net

    A native of Madison, Tyler is a graduate of The University of Mississippi where he earned a bachelor’s degree in marketing. Tyler’s focus has been on financial relationships for the past few years as he continues to grow his banking and financial experience. 

    Compliance 

    Patricia Martin   Patricia Martin
    Assistant Vice President | Chief Trust & RIA Compliance Officer
    601-607-4290
    PatriciaMartin@BankPlus.net

    Patricia graduated from the University of Mississippi with a Bachelor of Business Administration degree. She has over twenty years of experience in the Wealth Management field, specializing in compliance. Patricia is a member of the National Society of Compliance Professionals and the Fiduciary and Investment Risk Management Association.

     Investment Services are:
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