The Trust Company of Tennessee has hired Katie Willocks as client specialist while two team members have earned promotions. Alex Butler now serves as information security officer and Caid Kear as senior portfolio analyst.
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, personal investment strategy, corporate retirement plans, estate planning, personal trust and nonprofit investing services.
“Our staff expansions are deliberate and carefully considered as we both add new talent and advance existing team members,” said Daniel Carter, president of The Trust Company of Tennessee. “We celebrate Katie, Alex and Caid and the impact they will have in serving clients, reviewing assets and safeguarding technology.”
Willocks will help clients pursue financial goals and build family legacies by delivering exceptional client experiences through building and retaining relationships.
She earned a bachelor’s degree in anthropology from the University of Tennessee with concentrations in Africana Studies and Hispanic studies and is certified by La Vanguardia Academy as a fundraising professional. She has extensive experience in the nonprofit sector, previously serving as director of development at Centro Hispano de East Tennessee. She is a member of the Leadership Knoxville Class of 2023 and 2024 Mosaic Fellows, south cohort. She serves on the board for the Great Smoky Mountain Chapter of the Association of Fundraising Professionals Tennessee.
Butler, who joined The Trust Company of Tennessee in 2020, will ensure that team members have access to the technology resources needed to work efficiently, providing strategic leadership and enhanced focus on initiatives aimed at safeguarding technology systems.
The Trust Company of Tennessee
Kear has been with firm since 2021 and will continue to play a key role in supporting client service teams with asset management activities while also contributing to the training and development of portfolio analysts.
The Trust Company of Tennessee’s professionals in wealth management, trust, estate administration and corporate retirement help clients live confidently and achieve their goals. The growing company seeks candidates with a sincere desire to help others and offers a supportive culture and generous benefits, including insurance, 401(k) match, profit sharing, paid time off, free financial planning services and other benefits. Interested candidates can see open positions and apply at thetrust.com/careers.
About The Trust Company of Tennessee
Founded in 1987 by Sharon J. Pryse, The Trust Company of Tennessee is a state-chartered trust company with more than $5 billion under management and more than 100 employees. Based in Knoxville, the firm also has offices in Chattanooga and the Tri-Cities. The company helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, corporate retirement, personal trust and nonprofit investing services. For more information, visit thetrust.com.