On behalf of the company, I congratulate Senior Vice President Andy Muldoon on his retirement. Through his selfless and servant approach to teammates and clients, and with nearly 50 years of client service and leadership experience, Andy has built a legacy that will carry on far beyond retirement. The legacy most important to Andy is friendship and the deep connections …
While Kevin S. Fillers is immersed daily in retirement planning, he also is a connector who builds trusting relationships, educates the community and brings the right people together to help clients reach their goals. Since joining The Trust Company of Tennessee in 2020, Kevin has worked with clients from small business owners to large organizational boards. He delves into the …
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 their financial picture. Since 2020, we have experienced: Feelings of financial uncertainty can be a source of stress and anxiety. No one wants to work hard and save consistently for …
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 future is tied with your future – and we take your future seriously. That’s why we’ve been making some key investments in improving our company structure and infrastructure. Investing within …
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 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 …
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 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, …
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 stop as what we start. What is one legacy leadership behavior you stopped because you discovered it was no longer valuable or relevant? I think a lot of times, we …
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, human resources generalist; and Joanna Gager, marketing specialist. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 …
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 in trust and securities operations and is based on proficiency in the concepts, rules, regulations, laws and standard operating procedures of the field. Founded in 1987 and with offices in …
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 experience and support business development and retention. This marks Cates’ second promotion since joining the firm as marketing director in 2013, first to vice president of marketing in 2021 and …
