Don Picolo

CHIEF FINANCIAL OFFICER

Don came to Roberts Wealth with 20 years of financial industry experience and brings his own insights on how our company can help our clients He works hard each day to provide the company with sound direction on how to maximize efficiencies and workflow.

Don was born in New Orleans. He has been a MS Gulf Coast Resident since 1972 and graduated from the University of Southern Mississippi where he studied Computer Science.

In his spare time Don enjoys golfing, fishing, and learning about new things. His children are now graduates, but he and his wife of 27 years, try to plan and spend time with them as much as possible.

Email Address: don@robertswealthms.com

Phone: (228) 388-2031

Roberts Wealth Management Team

Paul Roberts III

President / Chief Executive Officer

Derek Inkol

Chief Operating Officer

Don Picolo

Chief Financial Officer

Heidi Ardis

Chief Fiduciary Advisor

Brennan Kim

Medicare and Insurance Specialist

Mick McCormick

Chief Technology Manager

Carter Lewis

Fiduciary Financial Advisor

Clinton Ardis

Director of Financial Wellness

Tamara Reverol

Director of Processing

Brian Carriere

Community Educator

Jaimie Tiner

Client Services Specialist

Karen Garner

Advisor

Julia Roberts

Client Liaison

Sabrina Olszewski

Client Services

Wendell Williams

Client Liaison

Vicki Kirby

Director of First Impressions, Mobile, AL

Sharon Strickland

Director of First Impressions, Biloxi, MS

To schedule a time to discuss your financial future, contact us at info@robertswealthms.com or call us at 228-388-2031 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.

The information provided is basic and general in nature. No specific product or companies are being solicited. This information is for informational and educational purposes only. Please understand that laws and regulations are subject to local variations and may have different interpretations. Therefore, should legal and/or accounting advice be required, it is recommended that you seek the advice of a qualified and licensed professional in your state of residence.

Phone (228) 388-2031

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of Paul Roberts and his affiliates, and should not be regarded as a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Better Business Bureau (“BBB”) ratings represent the BBB's opinion of how the business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. Roberts Wealth Management has been a paid member of the BBB since 2016, and has paid for the accreditation. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Roberts Wealth Management by any of its clients or that a client or prospective client will experience a higher level of investment performance.