Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
The Trust Company of Tennessee adds Willocks, promotes Butler and Kear
The Trust Company of Tennessee has hired Katie Willocks as client specialist while two team members have earned promotions. Alex Butler now serves as information security officer and Caid Kear as senior portfolio analyst. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion under management. The …
Investment Summary | Ending 12/31/2024
Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
2024 tax year reporting mailing dates
You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager.
Staff Spotlight: Tax Department
A mighty team with decades of combined experience works behind the scenes to manage a huge load of important duties: the tax department. As we gear up for the big push of tax season, it’s a great time to spotlight this group and its integral role in serving clients through timely, seamless, efficient and accurate tax reporting. Chief Legal Officer …
Charitable giving can reduce tax liability
Charitable giving can be a winning strategy for managing your tax liability. As we approach the end of the year, there are several ways to give to a charity or loved one with the added benefit of reducing your tax burden and taxable estate. Over age 73? Qualified Charitable Distributions are a great option for charitable gifting if you’re over …
Thank you for trusting The Trust Company of Tennessee
Happy holidays from our team to you and your family! I sincerely hope that you have the opportunity to connect with others as we prepare to welcome the new year. As I reflect, I’m overcome with gratitude for our amazing clients who entrust us with very specific and personal goals. On behalf of our team, I express the greatest appreciation: …
The Trust Company of Tennessee News | Q4 2024
In the latest news from The Trust Company of Tennessee, President Daniel Carter expresses holiday well-wishes; Relationship Manager Catherine Carter discusses reducing tax liability through charitable giving; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
The Trust Company of Tennessee adds Campbell as customer service representative
The Trust Company of Tennessee has hired Nicole “Nikki” Campbell as a customer service representative, 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 $5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through …
The Trust Company of Tennessee’s Davidson named Rising Star
Jack Davidson, chief strategy officer for The Trust Company of Tennessee, has won a Rising Star Award from the Association of Trust Organizations (ATO). Honorees are emerging trust industry leaders who contribute to the profession and are anticipated to serve within top industry roles. “Jack’s ability to contribute to the overall strategy and executive direction of our company while developing …








