An individual’s approach to money can vary wildly from intimidated to interested to involved – and all levels in between. A great financial partner learns where all clients fall individually, then meets them where they are. That’s central to Vice President and Trust Officer Kim Cochrane’s client philosophy. “I can only do my work if I understand the client,” she …
I love the “Fast and Furious” movies with the cars, close calls, crazy stunts and explosions everywhere – it’s an escape from real life. Unfortunately, in the real world of estate planning, we have law changes coming at us fast and furiously. Here’s what you need to know: Don’t fall off the estate tax cliff! Over 99% of the population …
The Trust Company of Tennessee has hired Braeden Salyer as a client 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 decisions through wealth management, …
The Trust Company of Tennessee has hired Sam Holloway as a portfolio analyst, 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, …
The Trust Company of Tennessee has hired Alec DeVries as a portfolio analyst, 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, …
The Trust Company Vice President for Chattanooga Zach Hurst spoke with WealthManagement.com about getting back to basics by thinking first of the customer. When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. …
The Trust Company of Tennessee has hired Levi Graham as a solutions analyst, 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, …
The Trust Company of Tennessee has been named a Top Workplace by the Knoxville News Sentinel for the eighth 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 $4.5 billion under management. …
The Trust Company of Tennessee has hired Radu Mocanu as a systems integration analyst, 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 …
Jacob Lorino, client specialist for The Trust Company of Tennessee, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) 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, …
