Originally an Atlanta native, Sharon attended The University of Tennessee and has never considered leaving Knoxville. After graduating with a finance degree, she began as a clerk in the Trust Department of Valley Fidelity Bank. While still in her 20s, she became the bank’s youngest senior vice president; then at age 35, founded The Trust Company. Sharon has surrounded herself …
Daniel K. Carter President Daniel has been with The Trust Company since 1995 and has led the development of the company’s infrastructure, management team and overall business growth. Through his leadership, the company has developed and executed a strategic plan, expanded to three East Tennessee offices and built a strong base for corporate retirement plans, wealth management and personal …
Karen joined The Trust Company in 2017 and serves the company and clients by overseeing the financial health of the company, ensuring financial stability, developing financial strategies and reporting financial information to key stakeholders. She is responsible for the accounting operations including financial reporting, budgeting, forecasting, regulatory compliance and audits. Karen has extensive experience in financial services. She serves as …
Miranda’s expert ability to analyze complex financial information and apply the results serves our clients’ portfolios exceptionally well. She brings a wealth of experience and knowledge leading our investment committee and she provides investment support for our relationship managers. With more than 15 years of experience in the financial industry, Miranda previously served as chief operating officer of Lirio and …
Jack is a member of The Trust Company of Tennessee’s Executive Leadership Team and coordinates the planning and implementation of strategic initiatives across the company. He is focused on improving client experience and working with team leaders to meet and exceed client expectations. Jack works with business owners and families to design their ideal financial future. He helps his clients …
Lara is responsible for the organizational health of our firm, including hiring the right people, finding ways to keep staff engaged and serving their needs so they, in turn, can serve our clients. Since joining The Trust Company of Tennessee in 2009, she has played an integral role in building our staff and maintaining our company’s culture. She has a …
Denise is focused on driving efficiency and delivering a consistent client experience. She leads our operational teams and pairs technology solutions with people. Since 1995, Denise has worked closely with retirement plan services operations and expanded her oversight to include trust and wealth management operations as well. She helps develop dedicated, service-focused team members who utilize our technology solutions to …
Stacy serves clients through expertise gained over more than 25 years of experience in business and individual tax planning, focusing on gift, estate and generation-skipping transfer tax planning. Education & Certifications She earned a bachelor’s degree and Juris Doctor with a concentration in business transactions with honors, from The University of Tennessee, and a Master of Laws (LLM) in taxation …
Chad helps The Trust Company of Tennessee grow in a purposeful way to enhance our client experience. Education & Certifications He has extensive experience in banking and investments and earned a bachelor’s degree in business administration from Lee University. A graduate of both the Cannon Financial Institute Retirement Plan Services and the Southern Trust School, Chad is a member of …
