Address: 2300 Highway 1 South, Greenville, MS 38701
Office: (662) 344-9031
A 45 year veteran of the financial services business, Trotter is a Delta native and has spent his entire career in the Greenville/Mid Delta area.
Professionally credentialed through The American College of Financial Services, he holds the following certifications in estate and financial planning: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP) as well as holding the Accredited Estate Planner (AEP) designation.
A long time active participant with NAIFA (The National Association of Insurance and Financial Advisors) where he has served as state President of NAIFA/Mississippi in 1986-87. Nationally with NAIFA, he has been active for years on several national committees and currently serves on NAIFA’s national Finance committee. He also is active on the editorial advisory committee of Advisor Today, a bi monthly publication of NAIFA that serves some thirty thousand members throughout the country. Additionally, he is also a member of the Society of Financial Service Professionals. the National Association of Estate Planners and Councils, The Financial Services Institute and The Estate Planning Council of Mississippi.
He was recognized in 2014 as Leaders in Finance in Mississippi by the Mississippi Business Journal. An alumnus of the University of Mississippi, he has been quite active on the Ole Miss Insurance Advisory board which serves the School of Business with their Insurance and Risk Management (RMI) program. He was awarded the Ole Miss RMI Outstanding Supporter Award in 2013 as well as served as Chair of the RMI Board in 2017-18.
Trotter is a member of Kiwanis, Rotary and a longtime active participant and supporter of Delta Center Stage in Greenville. He and his wife, Beverly, attend First Presbyterian Church in Greenville where he has served as both a Deacon and Elder.
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