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Team

Jerry L. Toney, CFP®

Senior Wealth Advisor

662-324-4740

662-323-6073

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. In the Fall of 2015, Jerry was...

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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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Diane Bardon, FPQP

AVP, LPL Registered Administrative Associate

662-324-4724

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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Joined Cadence Bank in 2014 MBA, Mississippi State University Certified Financial Planner™

Holds Series 7 and Series 66 securities registrations with LPL Financial Responsible for client account servicing needs and...

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