Broker Check


Jerry L. Toney, CFP®

Senior Wealth Advisor



Jerry joined Cadence Bank in 1997 and currently serves as Mississippi President of Cadence Bank and Senior Wealth Advisor for the Investment Division, Cadence Investment Services, located at the bank. Recently, Jerry was recognized as...

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CERTIFIED FINANCIAL PLANNERTM, Series 7, Series 65, and Series 63 securities registrations held with LPL Financial, Graduate, Georgia College and State University, Economics, Joined FB Financial Services in 2009, then....

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Kevin McCallum joined Cadence Investment Services as SVP, Senior Wealth Advisor in May 2012. Kevin specializes in portfolio design and management for institutional and high net worth clients. Kevin has over 25 years banking and...

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Joined Cadence Bank in 2010 Graduate, Mississippi State University, Banking and Finance Holds Series 7 and Series 66 securities licenses Currently serves as President of the Columbus Host Lions Club.

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Certified Financial Planner™ MBA, Mississippi State University Currently serves as adjunct lecturer for the Department of Finance & Economics, Mississippi State University Holds Series 7 and Series 66 securities registrations...

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Diane Bardon, FPQP

AVP, LPL Registered Administrative Associate


Joined Cadence Bank in 1998 Financial Paraplanner Qualified Professional Holds Series 7 and Series 66 securities registrations with LPL Financial Oversees account servicing for all existing clients and supports Senior Wealth Advisor

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Asia Swift

LPL Administrative Associate


Joined Cadence Investment Services in 2018 Graduate, Mississippi State University, Finance and Accounting Oversees account servicing for all existing clients and relationship management

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