Sam Shelley, associate relationship manager for The Trust Company of Tennessee, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, based on completing all training and experience requirements to obtain the certification. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 billion under management. The firm helps individuals, …
The Trust Company of Tennessee has promoted four team members in its Knoxville office. Sam Springer has been promoted to associate relationship manager; Michelle Battino to senior accountant; Ashley Bearden, human resources generalist; and Joanna Gager, marketing specialist. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 …
McKenzi Dawson, trust operations specialist for The Trust Company of Tennessee, has earned the Certified Trust Operations Professional® designation from Cannon Financial Institute. The CTOP® is a certification for professionals in trust and securities operations and is based on proficiency in the concepts, rules, regulations, laws and standard operating procedures of the field. Founded in 1987 and with offices in …
The Trust Company of Tennessee has promoted Lindsay Cates to vice president of marketing and strategy. She helps manage the company’s strategic plan and develops marketing strategy to enhance client experience and support business development and retention. This marks Cates’ second promotion since joining the firm as marketing director in 2013, first to vice president of marketing in 2021 and …
Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
The Trust Company of Tennessee has hired Monica “Mona” Villa as an administrative services coordinator, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through …
Cassie has been promoted to administrative services manager and uses her many strengths to make other people’s lives easier – and her passion is contagious.
Here are some friendly IRA reminders to consider in advance of the April 15 tax deadline.
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.
Our team’s culture of giving is so important – both as a company and on an individual level.
