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
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
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
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
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
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
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.
Staff Spotlight: Cassie Brown
Cassie has been promoted to administrative services manager and uses her many strengths to make other people’s lives easier – and her passion is contagious.
IRA tax deadline reminders
Here are some friendly IRA reminders to consider in advance of the April 15 tax deadline.
Goals-based wealth management
Investment horizons and cash needs come in various ranges, and goals-based wealth management employs asset allocation to allow you to reach savings goals simultaneously.
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