Relationship Manager Tracey Smith sat down with the Chattanooga Times Free Press to talk about how she makes insurance and retirement planning approachable for her clients. Smith told the paper she uses a cooking metaphor to help understand a client’s appetite for engagement and risk. She would ask employees if they like to cook from scratch or eat prepared meals …
Wealth Management Vice President Matt Prince offers advice in Authority Magazine about how to select the right financial planner or advisor. Prince talks about how he was inspired to work in wealth management and how clients can protect themselves. Five things to consider when selecting an advisor 1. Determine if they are a fiduciary versus a financial advisor. A fiduciary …
The Trust Company of Tennessee has hired Emily Carter as a client 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 $5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, …
The Trust Company of Tennessee has hired Priscilla Stalsworth 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 wealth …
The Trust Company of Tennessee has hired Joseph “Joe” Mahar as a client service associate, 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 …
In the latest news from The Trust Company of Tennessee, President Daniel Carter encourages remaining steadfast to financial strategies; Chief Legal Officer Stacy Roettger shares two big changes coming in the estate planning world; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
Nicole Lenaghan, recruiter for The Trust Company of Tennessee, has earned certified professional status from the Society for Human Resource Management (SHRM-CP). The SHRM-CP credential assesses knowledge and understanding within the field in topical areas such as people, leadership and business, as well as decision-making skills and strategy. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, …
Fall activities such as football, tailgates and enjoying the beauty of our region as it puts on a show of foliage are very much welcome after a great summer. It seems like the volunteer spirit is alive and well, and we’re looking forward to some autumn fundraising events and opportunities to support our community, which really shines in this season. …
When Jeanne Kidd started at The Trust Company of Tennessee 30 years ago, all 18 team members could fit around one board table. As the company has grown Jeanne’s title and responsibilities have expanded, and she’s kept amazing service at the center through it all. She has provided administrative support to CEO and Founder Sharon Pryse, sharing, “My main goal …
An individual’s approach to money can vary wildly from intimidated to interested to involved – and all levels in between. A great financial partner learns where all clients fall individually, then meets them where they are. That’s central to Vice President and Trust Officer Kim Cochrane’s client philosophy. “I can only do my work if I understand the client,” she …
