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 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 …
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 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 …
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 currently has more than $4.5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, personal investment strategy, corporate retirement plans, …
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 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 …
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 to maximize benefit. As we start planning for the 2024 tax year, it’s a good time for a closer look at qualified charitable distributions – or QCDs. The IRS defines …
Moving with purpose to 2024
On behalf of our entire team, I send you warmest holiday wishes along with our continued commitment to help you reach your financial goals in 2024. There’s been no shortage of unusual circumstances in the past few years that bring up questions and concerns for all of us. As the nation gears up for a presidential election in 2024, we …
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 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 wealth management, …