Wealth Management Specialists at First Farmers are proven professionals with advanced degrees in business, law, and specialized training in financial management.
Chuck McDonald, Senior Trust Executive
Chuck is a licensed attorney in Tennessee and Georgia and holds the designation of Certified Financial Planner. Prior to joining First Farmers, he spent 20 years in Middle Tennessee as a Trust Officer, Manager, and Wealth Strategist at top national and regional banks. Before his career in Wealth Management, Chuck practiced at law firms in Atlanta and Chattanooga. He received his B.A. from the University of Tennessee, his J.D. from the University of Georgia School of Law and his LL.M in Taxation from Emory University School of Law.
Amy B. Vaught, Senior Trust Benefits Officer
Amy is a Certified Retirement Services Professional, and holds a Bachelor of Science degree from Tennessee Technological University and was an honors graduate of the Cannon Trust School. She began her career at First Farmers in 1985 as a trust administrator. Amy works in retirement planning, employee benefit plans, IRA and investment accounts.
Dawn D. Moore, Senior Personal Trust Officer
Dawn is a graduate of Mississippi State University and the University of Mississippi School Of Law. Dawn joined the bank in 2014 and works in trust, estate and investment accounts. Dawn is the current president of the Maury County Bar Association.
Linda W. Thomason, Trust Officer
Linda is a graduate of David Lipscomb University, Cannon Trust School and is a Certified Retirement Services Professional. She has over 20 years’ experience managing IRAs and employer retirement plans. Linda works in retirement planning, employee benefit plans, IRA, trust and investment accounts.
Charles E. Plunkett, Trust Officer
Charlie is a graduate of Columbia State Community College and Trevecca University where he earned a Master of Business Administration degree. A graduate of the Southeastern School of Banking at Vanderbilt University, Charlie also holds the designation of CTFA (certified trust and financial advisor). Charlie has been with the First Farmers since 2006. He works in trust, estate, and investment accounts. Charlie also serves as the trust department’s tax manager.
Lucas W. Burt, Trust Officer
Lucas is a graduate of Tennessee Tech University and the Southeastern School of Consumer Lending. He has been with the bank since 2010, beginning as a management trainee. Lucas works in trust, estate, retirement, and investment accounts.
Contact First Farmers’ Trust & Wealth Management team by filling out the form below:
Fields marked with an * are required.
Investments made through the Trust & Financial Management 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 principle invested. NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE