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, …
Sara Hill, trust and IRA compliance specialist for The Trust Company of Tennessee, has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. The certification acknowledges expertise in the trust and financial advisor field. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than …
Kelly Geasland, IRA specialist for The Trust Company of Tennessee, has earned the Certified Health Savings Professional (CHSP) designation from the National Association of Federally-Insured Credit Unions (NAFCU). The certification demonstrates knowledge and expertise regarding health savings accounts. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 …
The Trust Company of Tennessee has hired Fiona Hill as a trust officer, 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 Michaela High as a customer service representative, 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 …
In the latest news from The Trust Company of Tennessee, President Daniel Carter shares how our investments in technology are about maximizing relationships and client service; Associate Relationship Manager Sam Shelley outlines how financial planning allows clients to take charge of things they can control; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
