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.
Staff Spotlight: Cassie Brown
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.
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 […]
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 […]
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 […]
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 […]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- 6
- …
- 41
- Next Page »