Trusts can be invaluable tools that offer significant benefits and an array of financial solutions, especially for those who have substantial assets or complex family situations. The Trust Company of Tennessee’s personal trust department is stacked with expertise, and the team supports clients across all stages – from determining the needs that align with their goals to administration and beyond. …
Trusts mean different things to different people and can be used to accomplish a variety of different goals. To establish a trust, the person creating the trust, the grantor, names someone to manage assets, the trustee, on behalf of individuals and/or charities, the beneficiaries, in accordance with the terms of the trust agreement. Within this arrangement, trusts are flexible and …
I send warm wishes to you and your family this holiday season. Amid all of the busyness that comes this time of year, I hope that you may find peace and joy as we anticipate the new year. A primary focus as a leader of The Trust Company of Tennessee is to continuously assess if we’re doing all we can …
In the latest news from The Trust Company of Tennessee, President Daniel Carter sends holiday wishes; Vice President of Personal Trust Kassandra Richardson shares the value of trusts; we shine the spotlight on our Personal Trust department, and we celebrate team and team member accomplishments.
From Business Trend, Oct. 1, 2025. Balancing the costs of private education, college, and retirement can feel like an impossible juggling act for families. Each one on its own requires focus and discipline — but what happens when all three goals are competing at the same time? In his recent article for Business Trend by the Chattanooga Area Chamber of …
Kathryn Waddell, legal counsel for The Trust Company of Tennessee, has been accepted into Class III of the Southeast Fellows Institute of The American College of Trust and Estate Counsel (ACTEC). “We congratulate Kathryn on the great honor of joining Southeast Fellows Institute as she pursues development opportunities that will help her best serve trust and estate planning clients,” said …
From VIP Knoxville, September 2025. Matt Prince is vice president of wealth management for The Trust Company of Tennessee and specializes in working with physicians and other professionals with complex financial planning needs. He heads a client service team offering a spectrum of services, such as financial and estate planning, charitable giving and tax strategies. Prince served in the U.S. …
The Trust Company of Tennessee has been named a Top Workplace by the Knoxville News Sentinel for the ninth consecutive year. The firm first earned the distinction in 2017, the first year of the rankings. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion under management. …
In 38 years in the industry, Susie Hauk has made her mark. After joining The Trust Company of Tennessee in 2007, she spent more than a decade focused on business development, expanding the company’s presence in new markets. Her work was instrumental in bringing in new clients – many who became lifelong friends – and opening new offices, first in …
The most dangerous thing people can do in making decisions around money is to take advice from a general “rule” that financial advisors offer to the masses. Every person’s situation is different and following any path besides one that is tailored to your specific circumstances and needs lacks prudency. However, we do appreciate the thought behind some general financial “rules” …
