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” …
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 …
