In the latest news from The Trust Company of Tennessee, President Daniel Carter addresses moving with purpose into 2024; Trust and IRA Compliance Specialist Sara Hill discussed the benefits of Qualified Charitable Distributions for 2024 tax year planning; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
Our company and clients have a deep history of charitable giving and, as we expand to include more nonprofit investing services, we’re helping both donors and recipients structure that support to maximize benefit. As we start planning for the 2024 tax year, it’s a good time for a closer look at qualified charitable distributions – or QCDs. The IRS defines …
On behalf of our entire team, I send you warmest holiday wishes along with our continued commitment to help you reach your financial goals in 2024. There’s been no shortage of unusual circumstances in the past few years that bring up questions and concerns for all of us. As the nation gears up for a presidential election in 2024, we …
The Trust Company of Tennessee has hired Apryl Taylor as a revenue accountant, 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 Samuel “Sam” LaBonte as a 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 …
The Trust Company of Tennessee has hired Sara Fanjoy as a client service associate, 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 …
The Trust Company of Tennessee’s Sam Springer has earned the Certified Exit Planner (CExP™) designation from the Business Enterprise Institute (BEI). 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 …
Five staff members at The Trust Company of Tennessee’s Knoxville office have earned promotions: Laura Beeler, Connor Cox, Nicole Lenaghan, Jacob Lorino and William Probasco. In the firm’s Knoxville office, Beeler and Cox have been elevated to associate relationship manager with Lenaghan taking a new role as a recruiter and Lorino a client specialist. In Chattanooga, William Probasco has been …
Nita Stiles is a problem solver, which has served her well over 28 years with The Trust Company. Hired when there were only 20 total employees, she has played an expanding role in trust operations. “I like being presented with a client need and finding a way to make it happen,” she shares. “I get great satisfaction from a job …
Susan Law has been a part of great growth at The Trust Company since starting in 1992: from 16 to more than 100 employees and from one office to three. Her role has expanded with client needs, providing the opportunity to develop relationships with many clients that have lasted 20+ years. She is a CERTIFIED FINANCIAL PLANNER® and interacts daily …
