ACCOLADES
Our team members, departments, company, community service efforts, projects, business practices and more have been recognized by honors, public accolades and awards. From being named a Top Workplace by Knoxville News Sentinel to honors bestowed by nonprofits, we love to celebrate when our team is recognized.
- Knoxville News Sentinel Top Workplace, 2017-2025
- Cityview Best of the Best, Wealth Planner Silver, Financial Advisor Bronze and Financial Planning Bronze, 2024
- Association of Trust Organizations, Rising Star Award, Jack Davidson, 2024
- University of Tennessee Rocky Top Business Awards, 2023
- InvestmentNews 40 Under 40, Miranda Carr, 2023
- American Bankers Association (ABA) Under 40 in Wealth Management, Zach Hurst, 2023
- Knoxville News Sentinel 40 Under 40, Kassandra Richardson, 2023
- Top Defined Contribution (DC) Advisor Multi-Office Firms, National Association of Plan Advisors (NAPA), 2017-2022
- American Bankers Association (ABA) Under 40 in Wealth Management, Miranda Carr, 2022
- Senior Citizens Home Assistance Service (SCHAS) Knoxville Award Luncheon honoree, Sharon J. Pryse, 2022
- Knoxville Museum of Art James L. Clayton Award, Sharon J. Pryse and team, 2022
- Leadership Knoxville Distinguished Alumni Award, Sharon J. Pryse, 2022
- Knoxville Chamber Pinnacle Business Awards, Mid-sized Business Excellence, 2021
- U.S. Chamber of Commerce Dream Big Awards, Woman-Owned Business finalist, 2021
- Knoxville News Sentinel 40 Under 40, Lindsay Cates, 2021
- Emerald Youth Foundation Legacy Award, Sharon J. Pryse, 2020
- Knoxville Chamber James A. Haslam II Chairman’s Leadership Award, Sharon J. Pryse, 2018
- Helen Ross McNabb Spirit Award, Sharon J. Pryse, 2018
- Knoxville News Sentinel, Top Workplace Leadership Award, Daniel Carter, 2017
- Association of Fundraising Professionals Great Smoky Mountain Chapter, Legacy Award, Sharon J. Pryse, 2016
- Knoxville News Sentinel 40 Under 40, Jack Davidson, 2016
- University of Tennessee College of Business Distinguished Alum Award, 2015
- Association of Trust Organizations, Member of the Year, Daniel Carter, 2014
- U.S. Chamber of Commerce Dream Big Small Business of the Year Award, 2013
- Knoxville Chamber Pinnacle Business Awards, Women-owned Business Excellence, 2012
- Knoxville News Sentinel 40 Under 40, Chad Schollaert, 2012
- Ijams Nature Center Spirit Award, Sharon J. Pryse, 2010
- Child & Family Services Award, Sharon J. Pryse, 2010
- Knoxville News Sentinel 40 under 40, Daniel Carter, 2007
- National Conference for Community and Justice Humanitarian Award, Sharon J. Pryse, 2004
- Junior Achievement Business Hall of Fame Laureate, Sharon J. Pryse, 2000
- YWCA Knoxville Tribute to Women Award, business & government, Sharon J. Pryse, 1999