Meet Our Personal Trust Administration Team, Conveniently Headquartered in Trust-Friendly Tennessee. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. With a connected team of 120+ experts at your service in 10 offices nationwide. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Previously, Lou Anne served as Director of the State Advocacy Resource Center of the American Medical Association, where she represented the AMA before the highest levels of state political and medical organizations. Some select this option to avoid a lengthy probate process and protect the privacy of the grantor and beneficiaries of the trust. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. degrees in Finance and Management from Lipscomb University. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. Robert holds a B.S. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. All rights reserved. A thoughtful estate plan is one of the best gifts you can leave to your family and loved ones. Lori is also a graduate of Belmont Universitys Center for Executive Education in Financial Planning and has obtained CFP certification. From checking and savings products to business loans . All rights reserved. Each relationship manager is part of a team, so there will always be someone available who is familiar with the account. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. In this role, Avery works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Additionally, she has worked with Life Crisis Services and the Incarnate Word Hospital. PDF Court Costs and Fees Chart in Family and Consumer Sciences from the University of Georgia. Whatever happens, says Kathy Roberts, the CEO of Santa Fe Trust, small accounts shouldnt be loss leaders. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. Families can feel assured knowing their loved ones will be looked after when theyre gone, and that their legacy will have a lasting impact. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters.
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