Trust Company of the South

Trust Company Of The South

Financial Services, 800 Green Valley Rd Ste 304, Burlington, North Carolina, 27215, United States, 11-50 Employees

trustcompanyofthesouth.com

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phone no Phone Number: 33********

Who is TRUST COMPANY OF THE SOUTH

Trust Company of the South is a North Carolina independent trust company providing premier investment managment, wealth planning, and fiduciary services to maximize wealth for high-net-wo...

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  • 800 Green Valley Rd Ste 304, Burlington, North Carolina, 27215, United States Headquarters: 800 Green Valley Rd Ste 304, Burlington, North Carolina, 27215, United States
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6021 | NAICS Code: 523930 | Show More

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Trust Company of the South Org Chart and Mapping

Employees

Nina Mitchell

Client Services Officer

Mary Mabon

Administrative Manager

Leslie Pope

Client Services Officer

Jim Kluttz

Associate Wealth Advisor

Alexa Carmicheal

Customer Service Officer

Teresa Harvey

Client Services Officer

Brad Sutton

Principal, Director of Operations

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Frequently Asked Questions Regarding Trust Company of the South

Answer: Trust Company of the South's headquarters are located at 800 Green Valley Rd Ste 304, Burlington, North Carolina, 27215, United States

Answer: Trust Company of the South's phone number is 33********

Answer: Trust Company of the South's official website is https://trustcompanyofthesouth.com

Answer: Trust Company of the South's revenue is $10 Million to $25 Million

Answer: Trust Company of the South's SIC: 6021

Answer: Trust Company of the South's NAICS: 523930

Answer: Trust Company of the South has 11-50 employees

Answer: Trust Company of the South is in Financial Services

Answer: Trust Company of the South contact info: Phone number: 33******** Website: https://trustcompanyofthesouth.com

Answer: Trust Company of the South is a North Carolina independent trust company providing premier investment managment, wealth planning, and fiduciary services to maximize wealth for high-net-worth individuals and institutions. How we are different: We are a privately-owned firm, with a majority of the firm owned by employees. This enables us to take a long view in how we manage the firm, rather than the quarter-to-quarter approach of large, publicly-traded Wall Street firms. As the financial crises of 2008 showed, the interests of large Wall Street firms are often at odds with those of their clients. We serve all our clients in a fiduciary capacity. We always have and always will put the interest of our clients ahead of our own. We will always operate in a fully transparent manner, disclosing all fees. Unlike the brokerage firm structure, we work for you, our client, and we are only compensated by you. We receive no fee or commission from any providers or funds we may recommend. A sound financial plan is the foundation of a successful and secure financial future. Wealth management is far more involved than merely managing money. Our combined talents and expertise enable us to provide comprehensive, holistic and objective counsel and guidance to the multitude of issues that surround building and monitoring a financial plan that will change as your life changes. We view our clients as partners and as such, look for relationships that will be mutually rewarding and long-term. Our clients tend to be interesting, successful people who would rather pursue their passions and leave the details and heavy-lifting of managing their wealth in more capable hands.

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