From Business Trend, June 11, 2026. Now that Tax Season has finally come to an end, thanks to an extension granted by the federal government, you may find yourself ready to put financial planning on the back burner. While this is an extremely common inclination, the post-tax day lull actually provides a fantastic opportunity to spend some time considering the …
In our latest news, President Daniel Carter discusses generational relationships; we share the benefits of ongoing tax planning; Tracey Smith shares her community focus; and Paul Jaeger looks back at his 30-year career with us.
As we welcome summer, there’s no place quite like East Tennessee. Whether you are spending time on the lake, hiking in the Smokies or enjoying a quiet evening on the porch, I hope you are finding moments to relax and appreciate the beauty of our region. I’ve been thinking about the families we are honored to serve. We have always …
Tracey Smith’s passion for service is evident in how she invests her time, talents and resources to support others. For nearly a decade, she’s been involved with United Way of Greater Chattanooga, serving on the Campaign Cabinet, with Women United and on a nonprofit advisory committee. She served on the board of Big Brothers Big Sisters of Greater Chattanooga for …
Imagine the changes Vice President and Relationship Manager Paul Jaeger has witnessed since joining The Trust Company of Tennessee in July 1995. The 14-person team he joined has grown to more than 100, and he’s the third most tenured team member, behind CEO and Founder Sharon Pryse and President Daniel Carter. Much of Paul’s career has centered on retirement planning. …
The Trust Company of Tennessee has hired Erin Cogdill as a client service associate, based in the firm’s Knoxville office and supporting the trust team. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $6 billion under management. The firm helps individuals, families, business owners and nonprofits make …
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.
