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.
A renewed commitment to serving the community
Our team’s culture of giving is so important – both as a company and on an individual level.
Retirement Plan Academy: 2024 Investment Themes & Portfolio Changes
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise workshops that offer advice and best practices at no cost.
The Trust Company of Tennessee’s Beeler earns CFP® designation
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 adds Smith as retirement plan transaction specialist
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 …
Investment Summary | Ending 12/31/2023
Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
The Trust Company of Tennessee promotes Brown to administrative services manager
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 adds Chavez as customer service team lead
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 …