Jacob Lorino, client specialist for The Trust Company of Tennessee, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, based on completing all training and experience requirements to obtain the certification. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 billion under management. The firm helps individuals, families, …
Sara Hill, trust and IRA compliance specialist for The Trust Company of Tennessee, has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. The certification acknowledges expertise in the trust and financial advisor field. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than …
Kelly Geasland, IRA specialist for The Trust Company of Tennessee, has earned the Certified Health Savings Professional (CHSP) designation from the National Association of Federally-Insured Credit Unions (NAFCU). The certification demonstrates knowledge and expertise regarding health savings accounts. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 …
The Trust Company of Tennessee has hired Fiona Hill as a trust officer, 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 $4.5 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 Michaela High 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 $4.5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth …
In the latest news from The Trust Company of Tennessee, President Daniel Carter shares how our investments in technology are about maximizing relationships and client service; Associate Relationship Manager Sam Shelley outlines how financial planning allows clients to take charge of things they can control; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
On behalf of the company, I congratulate Senior Vice President Andy Muldoon on his retirement. Through his selfless and servant approach to teammates and clients, and with nearly 50 years of client service and leadership experience, Andy has built a legacy that will carry on far beyond retirement. The legacy most important to Andy is friendship and the deep connections …
While Kevin S. Fillers is immersed daily in retirement planning, he also is a connector who builds trusting relationships, educates the community and brings the right people together to help clients reach their goals. Since joining The Trust Company of Tennessee in 2020, Kevin has worked with clients from small business owners to large organizational boards. He delves into the …
Has it ever seemed like life has thrown you off course financially? Over the past year, we have heard from clients who feel like recent unexpected events may have changed their financial picture. Since 2020, we have experienced: Feelings of financial uncertainty can be a source of stress and anxiety. No one wants to work hard and save consistently for …
Our company is built on relationships and the highest degree of client service which is the lens through which we make every business decision. Your goals are our goals. Our future is tied with your future – and we take your future seriously. That’s why we’ve been making some key investments in improving our company structure and infrastructure. Investing within …
