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Our Team

Our professional staff is dedicated to onsite customer service at every level. All clients have the benefit of our entire team’s expertise including our staff CPAs, attorneys, trading professionals and Certified Financial Planners®.

 

Executive Leadership

Management Team

Our Staff

 

Susan Bacon

Previously we had three separate companies working on our plan, including a record keeper, a third-party administrator and an investment advisor. The simplified process of making one call to The Trust Company for all plan functions has proven incredibly more efficient in both time and cost.

— Susan Bacon, Chief Financial Officer, Johnson & Galyon Construction

The Trust Company of Tennessee
2016-09-15T16:36:47-04:00

— Susan Bacon, Chief Financial Officer, Johnson & Galyon Construction

Previously we had three separate companies working on our plan, including a record keeper, a third-party administrator and an investment advisor. The simplified process of making one call to The Trust Company for all plan functions has proven incredibly more efficient in both time and cost.

Blake Valentine

Since partnering with The Trust Company, we have experienced top-notch customer service, impeccable professionalism and the highest quality financial, economic and investment analysis. The Trust Company team has helped us navigate our unique set of financial goals efficiently and effectively.

Blake Valentine
Chief Financial Officer, United Way of Greater Knoxville

The Trust Company of Tennessee
2023-09-13T15:50:45-04:00

Blake Valentine
Chief Financial Officer, United Way of Greater Knoxville

Since partnering with The Trust Company, we have experienced top-notch customer service, impeccable professionalism and the highest quality financial, economic and investment analysis. The Trust Company team has helped us navigate our unique set of financial goals efficiently and effectively.

Moxley, Carmichael

The Trust Company’s Business Advisory Group guided us through the sale of our company to our top employees. They developed a plan that anticipated every contingency and coordinated with our attorney and CPA on the technical details. The time we saved allowed us to continue focusing on running the business. They also helped us prepare for the emotional aspects of going through the transaction. Overall, their advice was invaluable.

Cynthia Moxley and Alan Carmichael

The Trust Company of Tennessee
2023-09-13T15:51:02-04:00

Cynthia Moxley and Alan Carmichael

The Trust Company’s Business Advisory Group guided us through the sale of our company to our top employees. They developed a plan that anticipated every contingency and coordinated with our attorney and CPA on the technical details. The time we saved allowed us to continue focusing on running the business. They also helped us prepare for the emotional aspects of going through the transaction. Overall, their advice was invaluable.

Caryl Griffin

The Trust Company has handled our investments and made it very easy for us to take care of our financial transactions in both the U.S. and around the world.

-- Caryl Griffin, The Elizabeth R. Griffin Research Foundation

The Trust Company of Tennessee
2017-01-16T21:21:55-05:00

-- Caryl Griffin, The Elizabeth R. Griffin Research Foundation

The Trust Company has handled our investments and made it very easy for us to take care of our financial transactions in both the U.S. and around the world.

Jerry Flannery

Since moving our plan to The Trust Company, our physicians and staff now understand the difference between an adequate and a well-administered retirement program. Our employees are more engaged in planning for their future and have a greater appreciation for our retirement program.

-- Jerry Flannery, Administrator, Mountain Region Family Medicine

The Trust Company of Tennessee
2017-01-16T21:24:35-05:00

-- Jerry Flannery, Administrator, Mountain Region Family Medicine

Since moving our plan to The Trust Company, our physicians and staff now understand the difference between an adequate and a well-administered retirement program. Our employees are more engaged in planning for their future and have a greater appreciation for our retirement program.

Tom A. Ballentine

Thank you for what I can only describe as a “lightening quick” transaction and the most notable customer service I have experienced in a very long time. It has always been a pleasure to work with you, not only on behalf of our firm, but also with my individual accounts. I have never been disappointed! I always recommend The Trust Company when I have the opportunity.

– Tom A. Ballentine, Chief Financial Officer, Baker, O’Kane, Atkins & Thompson

The Trust Company of Tennessee
2017-01-16T21:33:41-05:00

– Tom A. Ballentine, Chief Financial Officer, Baker, O’Kane, Atkins & Thompson

Thank you for what I can only describe as a “lightening quick” transaction and the most notable customer service I have experienced in a very long time. It has always been a pleasure to work with you, not only on behalf of our firm, but also with my individual accounts. I have never been disappointed! I always recommend The Trust Company when I have the opportunity.

Bobby Castle

Prior to working with The Trust Company, the advisor of my personal investment assets was never fully able to understand the details behind my employer-sponsored retirement plan. Now, because The Trust Company also administers my 401(k) account, I am able to utilize both investment aspects and receive help on a consolidated approach.

– Bobby Castle, Senior Vice President, Sevier County Executive, SmartBank

The Trust Company of Tennessee
2017-01-16T21:34:42-05:00

– Bobby Castle, Senior Vice President, Sevier County Executive, SmartBank

Prior to working with The Trust Company, the advisor of my personal investment assets was never fully able to understand the details behind my employer-sponsored retirement plan. Now, because The Trust Company also administers my 401(k) account, I am able to utilize both investment aspects and receive help on a consolidated approach.
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The Trust Company of Tennessee