Trust Team
Trust Advisors & Portfolio Managers
Atlanta / Northwest Georgia
Birmingham
Charleston, South Carolina
Charlotte / Southern North Carolina
Chattanooga / Southeast Tennessee
Greenville / Upstate South Carolina
High Point-Greensboro / Central North Carolina
Huntsville
Knoxville / Northeast TN
Louisville / North Central KY
McLean / National Capital Region
Memphis / West Tennessee
Nashville / Middle Tennessee
- Amy Cavender Cho, JD
- Heather Boyet, CTFA
- Miriam Baird
- Amy Farrar, J.D., CTFA
- Holly J. Murrell, AFIM®
- Mitch Van Zelfden, CFA®
- Brittany McKee
- Hope Williams, CTFA
- Rachel Willoughby
- Chase Himes, JD
- JJ Dillingham
- Rob Hebert, CFP®
- Chris Adams, CTFA, AIF®
- Julia “Julie” M. Alley, J.D.
- Rob Malin, JD, LLM, EPLS
- Chris Bricker
- Keith Davis
- Ryan P. Miller, CTFA, CISP, AEP®
- Chris Copeland, CFP®
- Lee Horn, JD, LL.M
- Scott Lindsey, CTFA, CISP
- Chris Holloway
- Tammy Holland, CFA®
Raleigh / Eastern North Carolina
Winston-Salem, North Carolina
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