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.
From Business Trend: Talking about money as a family: a critical (and often overlooked) part of a well-rounded financial plan
Family finances shape nearly all of life’s most significant moments, yet they remain one of the least-discussed topics in many households. In her newest article for Business Trend by the Chattanooga Area Chamber of Commerce, Tracey Smith, relationship manager in our Chattanooga office, explores why open financial conversations are one of the most valuable — and often most overlooked — …
Spotlight: Personal Trust Department
Trusts can be invaluable tools that offer significant benefits and an array of financial solutions, especially for those who have substantial assets or complex family situations. The Trust Company of Tennessee’s personal trust department is stacked with expertise, and the team supports clients across all stages – from determining the needs that align with their goals to administration and beyond. …
Putting a trust to work for you
Trusts mean different things to different people and can be used to accomplish a variety of different goals. To establish a trust, the person creating the trust, the grantor, names someone to manage assets, the trustee, on behalf of individuals and/or charities, the beneficiaries, in accordance with the terms of the trust agreement. Within this arrangement, trusts are flexible and …
Success follows when you prioritize people
I send warm wishes to you and your family this holiday season. Amid all of the busyness that comes this time of year, I hope that you may find peace and joy as we anticipate the new year. A primary focus as a leader of The Trust Company of Tennessee is to continuously assess if we’re doing all we can …
The Trust Company of Tennessee News | H2 2025
In the latest news from The Trust Company of Tennessee, President Daniel Carter sends holiday wishes; Vice President of Personal Trust Kassandra Richardson shares the value of trusts; we shine the spotlight on our Personal Trust department, and we celebrate team and team member accomplishments.
Investment Summary | Ending 9/30/2025
Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
From Business Trend: Figuring out the “Big 3”: private education, college and retirement savings
From Business Trend, Oct. 1, 2025. Balancing the costs of private education, college, and retirement can feel like an impossible juggling act for families. Each one on its own requires focus and discipline — but what happens when all three goals are competing at the same time? In his recent article for Business Trend by the Chattanooga Area Chamber of …
The Trust Company of Tennessee promotes four, adds Nikirk and Wallen
The Trust Company of Tennessee has promoted four team members: Laura Beeler to relationship manager, Marissa Hahn to retirement plan services (RPS) junior compliance administrator, Michaela High to RPS client experience coordinator and Jacob Lorino to associate relationship manager. The firm has added two new team members: Brittney Nikirk as client service associate and Erin Wallen as trust officer. Founded …
The Trust Company of Tennessee’s Waddell accepted into Southeast Fellows Institute
Kathryn Waddell, legal counsel for The Trust Company of Tennessee, has been accepted into Class III of the Southeast Fellows Institute of The American College of Trust and Estate Counsel (ACTEC). “We congratulate Kathryn on the great honor of joining Southeast Fellows Institute as she pursues development opportunities that will help her best serve trust and estate planning clients,” said …