Wealth Management & Trust
Building Prosperity in Our Communities Since 1969
Who We Are
Excellence is not limited by geography. Since its founding in 1969, our Wealth Management & Trust Department has become one of the most trusted financial services in Middle Tennessee.
Individual attention is the hallmark of our approach to client service. We realize that each client is unique. Our goal is to thoroughly understand and live up to your particular priorities as our client. We hope to not just meet your expectations but to exceed them. The strong reputation of our Wealth Management & Trust Department has drawn clients from throughout the state, the region and the nation. All have one desire in common: to ensure that their assets are managed with care and skill.
Services
- Asset Management
- Estate Administration
- Family Office Service
- Financial Planning
- Retirement Accounts
- Trust Services
Our Approach
Learn more about the approach that puts the needs of our clients first.
Traditional IRA Loan Calculator
Savings Withdrawal Calculator
Retirement Income Calculator
The results provided by this calculator are intended for comparative purposes only. This is not an application for a loan. The accuracy of the results and its applicability to your circumstances are not guaranteed. Any differences between these results and those provided by other lending institutions may be due to rounding or slight differences in mathematical formulas used.
Types of Limitations
Investments made through the Wealth Management & Trust Department are not bank deposits and are not FDIC-insured, nor are they an obligation of or guaranteed by any bank or savings institution. All such investments involve risk, including the possible loss of principal invested.
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE
Financial Planning – Let Your Values Be Your Guide
Dawn D. Moore, Chief Wealth Management Officer
