Investment horizons and cash needs come in various ranges, and goals-based wealth management employs asset allocation to allow you to reach savings goals simultaneously.
Retirement Plan Academy: 2024 Investment Themes & Portfolio Changes
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise workshops that offer advice and best practices at no cost.
The Trust Company of Tennessee’s Beeler earns CFP® designation
Laura Beeler, associate relationship manager for The Trust Company of Tennessee, has earned CERTIFIED FINANCIAL PLANNER™ designation, based on completing all training and experience requirements to obtain the certification. Founded […]
The Trust Company of Tennessee adds Smith as retirement plan transaction specialist
The Trust Company of Tennessee has hired Jamari Smith as a retirement plan services (RPS) transaction specialist, based in the firm’s Knoxville office. Founded in 1987 and with offices in […]
Investment Summary | Ending 12/31/2023
Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
The Trust Company of Tennessee promotes Brown to administrative services manager
The Trust Company of Tennessee has promoted Cassie Brown to administrative services manager. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee […]
The Trust Company of Tennessee adds Chavez as customer service team lead
The Trust Company of Tennessee has hired Justin Chavez as a customer service team lead, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville […]
The Trust Company of Tennessee News | Q4 2023
In the latest news from The Trust Company of Tennessee, President Daniel Carter addresses moving with purpose into 2024; Trust and IRA Compliance Specialist Sara Hill discussed the benefits of Qualified Charitable Distributions for 2024 tax year planning; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
Benefits of Qualified Charitable Distributions
Our company and clients have a deep history of charitable giving and, as we expand to include more nonprofit investing services, we’re helping both donors and recipients structure that support […]
The Trust Company of Tennessee adds Taylor as revenue accountant
The Trust Company of Tennessee has hired Apryl Taylor as a revenue accountant, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the […]
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