The Trust Company of Tennessee has promoted Cassandra “Cassie” Cardwell to client services associate.
Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under management. The firm helps individuals, families, business owners and nonprofits make better decisions with money through wealth management, personal investment strategy, corporate retirement plans, estate planning and personal trust services.
“Since Cassie joined The Trust Company of Tennessee, she has expanded her skills, certifications and expertise, becoming a great asset to the client services team,” said Daniel Carter, president of The Trust Company of Tennessee. “We want to help our people grow within the company and look forward to her contributions in this new role.”
Cardwell earned a bachelor’s degree in business management and collateral in entrepreneurship from the University of Tennessee in 2015. In October 2020, she obtained Financial Paraplanner Qualified Professional (FPQP) certification. She also serves as one of the in-house experts for the company’s customer relationship management (CRM) platform.