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, 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.
“The journey to becoming a CFP® professional is rigorous and requires a great deal of preparation as well as professional experience,” said Daniel Carter, president of The Trust Company of Tennessee. “We are proud of Jake’s dedication to serving clients and offer our sincere congratulations to him.”
Lorino earned a bachelor’s degree in finance from Austin Peay State University in 2021 and a master’s degree in financial planning from University of Georgia in 2023.