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Category: Trust Company News & Happenings

Managing the things you can control

June 4, 2024 by The Trust Company of Tennessee

Has it ever seemed like life has thrown you off course financially? Over the past year, we have heard from clients who feel like recent unexpected events may have changed […]

Investing within to better serve clients

June 4, 2024 by The Trust Company of Tennessee

Daniel K. Carter, The Trust Company of Tennessee

Our company is built on relationships and the highest degree of client service which is the lens through which we make every business decision. Your goals are our goals. Our […]

The Trust Company of Tennessee adds Lantz as operations systems analyst

May 24, 2024 by The Trust Company of Tennessee

The Trust Company of Tennessee has hired Stacy Lantz as an operations systems analyst, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and […]

The Trust Company of Tennessee’s Shelley earns CFP® designation

May 17, 2024 by The Trust Company of Tennessee

Sam Shelley, associate relationship manager 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 […]

From Medium: The new portrait of leadership: which legacy ideas need to be discarded and which should be embraced

May 14, 2024 by The Trust Company of Tennessee

The Trust Company Relationship Manager Tracey Smith spoke with Medium and Authority Magazine about resiliency and adaptability in an ever-changing world. Success is as often as much about what we […]

The Trust Company of Tennessee announces four promotions

May 10, 2024 by The Trust Company of Tennessee

The Trust Company of Tennessee has promoted four team members in its Knoxville office. Sam Springer has been promoted to associate relationship manager; Michelle Battino to senior accountant; Ashley Bearden, […]

The Trust Company of Tennessee’s Dawson earns CTOP® designation

May 3, 2024 by The Trust Company of Tennessee

Mackenzie Dawson, The Trust Company of Tennessee

McKenzi Dawson, trust operations specialist for The Trust Company of Tennessee, has earned the Certified Trust Operations Professional® designation from Cannon Financial Institute. The CTOP® is a certification for professionals […]

The Trust Company of Tennessee promotes Cates to vice president of marketing and strategy

May 1, 2024 by The Trust Company of Tennessee

Lindsay Cates, The Trust Company of Tennessee

The Trust Company of Tennessee has promoted Lindsay Cates to vice president of marketing and strategy. She helps manage the company’s strategic plan and develops marketing strategy to enhance client […]

The Trust Company of Tennessee adds Villa as administrative services coordinator

April 5, 2024 by The Trust Company of Tennessee

The Trust Company of Tennessee has hired Monica “Mona” Villa as an administrative services coordinator, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville […]

The Trust Company of Tennessee News | Q1 2024

March 14, 2024 by Scott Bird

The Trust Company of Tennessee NEWS

In the latest news from The Trust Company of Tennessee, President Daniel Carter shares about the company’s giving culture; Associate Relationship Manager Laura Beeler discusses goals-based wealth management; we share important IRA tax deadline reminders; and we share how we’re supporting our communities and celebrate new team members and honors for our team.

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