The Trust Company of Tennessee has hired Stacy Lantz as an operations systems analyst, 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 …
The Trust Company of Tennessee’s Shelley earns CFP® designation
Sam Shelley, associate relationship manager 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, …
From Medium: The new portrait of leadership: which legacy ideas need to be discarded and which should be embraced
The Trust Company Relationship Manager Tracey Smith spoke with Medium and Authority Magazine about resiliency and adaptability in an ever-changing world. Success is as often as much about what we stop as what we start. What is one legacy leadership behavior you stopped because you discovered it was no longer valuable or relevant? I think a lot of times, we …
The Trust Company of Tennessee announces four promotions
The Trust Company of Tennessee has promoted four team members in its Knoxville office. Sam Springer has been promoted to associate relationship manager; Michelle Battino to senior accountant; Ashley Bearden, human resources generalist; and Joanna Gager, marketing specialist. 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’s Dawson earns CTOP® designation
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 in trust and securities operations and is based on proficiency in the concepts, rules, regulations, laws and standard operating procedures of the field. Founded in 1987 and with offices in …
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 experience and support business development and retention. This marks Cates’ second promotion since joining the firm as marketing director in 2013, first to vice president of marketing in 2021 and …
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 TTC, our mission is to “empower clients to live confidently — knowing they have made the best financial decisions for their families, businesses, organizations, and employees.” So for us, building …
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 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 …
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.









