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 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 …
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.
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.
Here are some friendly IRA reminders to consider in advance of the April 15 tax deadline.
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.
Our team’s culture of giving is so important – both as a company and on an individual level.
Laura Beeler, associate relationship manager for The Trust Company of Tennessee, has earned CERTIFIED FINANCIAL PLANNER™ 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, business …
The Trust Company of Tennessee has hired Jamari Smith as a retirement plan services (RPS) transaction 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 …
The Trust Company of Tennessee has promoted Cassie Brown to administrative services manager. 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, personal investment strategy, corporate retirement plans, …
The Trust Company of Tennessee has hired Justin Chavez as a customer service team lead, 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 …
