Adam W. Davies
The Trust Company of Tennessee
The Trust Company of Tennessee has hired Adam Davies as a relationship manager.
Based in Knoxville, The Trust Company of Tennessee is a state-chartered bank with more than $3.5 billion under management. The company helps individuals, families, business owners and charities make better decisions with money through wealth management, corporate retirement and personal trust services.
“Adam has a passion for helping individuals and companies reach their financial goals,” said Sharon J. Pryse, founder and CEO of The Trust Company of Tennessee. “His experience and personality make him a cultural fit for our firm, and I am excited to welcome Adam to our team.”
Davies is a Chartered Financial Analyst® (CFA) and Retirement Plans Associate (RPA) who earned a Bachelor of Science in finance from Wake Forest University in 2010. He most recently served as associate vice president, investment consultant and relationship manager for USI Consulting Group and before that, as a business analyst specializing in credit underwriting for BNY Mellon in Pittsburgh, Pennsylvania.
“I want to help clients develop, plan for and meet their financial goals,” Davies said. “Sometimes, people avoid financial planning because they don’t understand their options. My intention is to educate clients, provide some possible paths and help them along their journeys.”
Davies and his wife, Mara, reside in Hardin Valley and are expecting their first child this fall. He enjoys cheering for the Steelers and Vols, learning history and discovering new pizza places.