Susan Law has been a part of great growth at The Trust Company since starting in 1992: from 16 to more than 100 employees and from one office to three.
Her role has expanded with client needs, providing the opportunity to develop relationships with many clients that have lasted 20+ years. She is a Certified Financial Planner® and interacts daily with clients to ensure that they are invested properly to reach their goals.
“I now serve multiple generations of families,” she shares. “Our company has always focused on forming long relationships and not focusing on short-term transactions.”
“Her mentorship has laid the foundation for what we are doing today,” Chief Strategy Officer Jack Davidson says. “She was one of the first CFP® professionals on staff and helped us raise our professional standards. When we have a new process or technology, I like to get her insight about how it can deliver our client promise.”
She has been preparing clients and colleagues for her retirement at the end of this year. “The Trust Company has made the commitment to plan for a seamless transition,” she shares. “By taking new relationship managers to client meetings, making introductions and providing other insight, we have invested the time to make it happen.”
Retirement means that she’ll get to do more reading, volunteering and traveling with friends. She also plans to keep pursuing her passion for quilting.
As she retires on the same day as longtime friend, Nita Stiles, she looks forward to continuing their monthly gatherings. “Nita has such integrity and is a beautiful person,” she says. “If you have questions about how to make something happen, she can figure it out.”
Susan says that she will not miss her Alcoa Highway commute, “but I’ll miss the great people!” Jack says her thoughtfulness will be missed, sharing that “Susan cares deeply for her clients and colleagues. She knows family members by name and even became ‘Elvia the Elf’ who sent notes and gifts to colleagues’ children – they loved Elvia!”
As she reflects, she says, “I’ve enjoyed my time at The Trust Company and feel completely confident that our clients are in good hands.”