McKenzi Dawson, trust operations specialist for The Trust Company of Tennessee, has earned the Certified Trust Operations Professional® designation from Cannon Financial Institute. The CTOP® is a certification for professionals […]
The Trust Company of Tennessee promotes Cates to vice president of marketing and strategy
The Trust Company of Tennessee has promoted Lindsay Cates to vice president of marketing and strategy. She helps manage the company’s strategic plan and develops marketing strategy to enhance client […]
Investment Summary | Ending 3/31/2024
Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
From Medium: How to build lasting customer relationships
The Trust Company Associate Relationship Manager William Probasco talks with Medium and Authority Magazine about how to establish trust by showing clients you have their best interests at heart. At […]
The Trust Company of Tennessee adds Villa as administrative services coordinator
The Trust Company of Tennessee has hired Monica “Mona” Villa as an administrative services coordinator, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville […]
The Trust Company of Tennessee News | Q1 2024
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.
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