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.
The Trust Company of Tennessee
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.
“Attaining the status of a CFP® professional is a great achievement that demands rigorous education, training and ethical standards which elevates his service to clients,” said Daniel Carter, president of The Trust Company of Tennessee. “We extend our congratulations to Sam on obtaining this certification.”
Shelley earned a bachelor’s degree in economics and finance at Centre College in Danville, Kentucky. While there, he served as president and portfolio manager of the Centre College Investment Society.