Mississippi Investment Management

Contact Us
601-607-4297

Stop By
1200 Eastover Drive
Suite 300
Jackson, MS 39211

We’re Available
Monday–Friday
8am–4:30pm

Account Access
Pershing →

For BankPlus service
BankPlus.net

Julia M. Ott

Julia M. Ott

As Director of Client Services, Julia brings over twenty-five years of industry experience to Mississippi Investment Management Company. Upon graduating from the University of Mississippi with a Bachelor of Arts in Biology, she began her career in retail brokerage and commodities with the firm Howard, Weil, Labouisse and Friedrichs in Clarksdale, Mississippi. Moving to Jackson, Julia worked with Prudential Securities, where she served both retail and institutional clients for over fourteen years, continuing with UBS for another two years.   Immediately prior to joining Mississippi Investment Management Company, Julia was associated with Trustmark National Bank for ten years as Vice President and Trust Officer, where she managed individual client relationships to large institutions, focusing on retirement plan services, compliance and design. Julia rejoins several of her former business associates and is reacquainted with many firm clients.

Julia is married to Paul Ott. They have two sons, Paul Vegas and Charlie.

“To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.”
— Ralph Waldo Emerson

Our Team

Forbes L. Watson

has managed a five-star rated equity mutual fund for several years.
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Julia M. Ott

brings over twenty-five years of industry experience.
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John W. “Tom” Bertaut

retired effective January 1, 2015, still we continue to welcome his experienced and constructive insights.

William A. “Bill” Whitney

retired after 50 years of distinguished service, yet we frequently enjoy his unsurpassed market wisdom.