And, just like that, it’s summertime in East Tennessee. I hope you and your family are planning ways to enjoy warm weather activities and festivities that are abundant in our region this time of year. I feel the need to frankly address the volatility we’ve recently seen in the market. Instability may cause distress and it’s hard to endure market …
In the latest news from The Trust Company of Tennessee, President Daniel Carter addresses market volatility; we discuss how to establish a prudent spending rate and shine a spotlight on Senior VP Susie Hauk; and we celebrate new team members and honors for our team.
The Trust Company of Tennessee has promoted Dalia Matthias to vice president and specialty trust director and elevated Justin Chavez to customer service manager. Additionally, Vanessa Berkley and Will Hodge have joined the firm as client specialists. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion …
The Trust Company of Tennessee has hired Katie Willocks as client specialist while two team members have earned promotions. Alex Butler now serves as information security officer and Caid Kear as senior portfolio analyst. 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. The …
A mighty team with decades of combined experience works behind the scenes to manage a huge load of important duties: the tax department. As we gear up for the big push of tax season, it’s a great time to spotlight this group and its integral role in serving clients through timely, seamless, efficient and accurate tax reporting. Chief Legal Officer …
Charitable giving can be a winning strategy for managing your tax liability. As we approach the end of the year, there are several ways to give to a charity or loved one with the added benefit of reducing your tax burden and taxable estate. Over age 73? Qualified Charitable Distributions are a great option for charitable gifting if you’re over …
Happy holidays from our team to you and your family! I sincerely hope that you have the opportunity to connect with others as we prepare to welcome the new year. As I reflect, I’m overcome with gratitude for our amazing clients who entrust us with very specific and personal goals. On behalf of our team, I express the greatest appreciation: …
In the latest news from The Trust Company of Tennessee, President Daniel Carter expresses holiday well-wishes; Relationship Manager Catherine Carter discusses reducing tax liability through charitable giving; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
Jack Davidson, chief strategy officer for The Trust Company of Tennessee, has won a Rising Star Award from the Association of Trust Organizations (ATO). Honorees are emerging trust industry leaders who contribute to the profession and are anticipated to serve within top industry roles. “Jack’s ability to contribute to the overall strategy and executive direction of our company while developing …
Three team members in The Trust Company of Tennessee’s Knoxville office have earned promotions. Kevin Fillers has been promoted to senior relationship manager; Sam Williams to client specialist; and Matt Zaczyk to associate relationship manager. 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. …
