Julia Roberts

CLIENT LIAISON

Julia Roberts is responsible for providing support to each individual prospect and client. The Client Liaison acts as an intermediary between the company and the client to meet the client’s need for information, support, and assistance. Julia has been a part of the family business for years as she attended Mississippi State University. She graduated from MSU in 2020 with a Bachelor of Business Administration with a Minor in Marketing.

In her spare time, she likes to spend time with her friends and family, learn new things, and work on fun, creative projects with her Dad.

Email Address: julia@robertswealthms.com

Phone: (228) 388-2031

Roberts Wealth Management Team

Paul Roberts III

President / Chief Executive Officer

Derek Inkol

Chief Operating Officer

Julia Roberts

Client Liaison

Carter Lewis

Income and Social Security Specialist

Heidi Ardis

Chief Fiduciary Advisor

Sabrina Olszewski

Client Services

Brennan Kim

Medicare and Insurance Specialist

Don Picolo

Chief Financial Officer

Jessica King

New Business Processing

Brian Carriere

Community Educator

Mick McCormick

Technology

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, an SEC registered investment adviser."