Trust Company of the South

  • Financial Services
  • Rocky Mount NC
  • 35 employees
  • Financial Services
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Company Overview

Headquarters
800 GREEN VALLEY RD STE 304, Rocky Mount NC
Website
trustcompanyofthesouth.com
Employees
35
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Trust Company of the South

Trust Company of the South is a privately-owned trust company located in Rocky Mount, North Carolina. Employing 35 people, the firm focuses on providing personalized financial services to a select clientele. They specialize in investment management, wealth planning, and fiduciary services, catering primarily to high-net-worth individuals and institutions. Trust Company of the South differentiates itself by emphasizing its employee ownership structure, allowing them to prioritize long-term client relationships over short-term profits. Their commitment to transparency is highlighted by their fiduciary approach, where client interests always come first. Unlike traditional brokerage firms, they receive no commissions from external providers, ensuring unbiased recommendations. The company emphasizes building comprehensive financial plans tailored to individual needs, acting as partners rather than simply managers. Clients interested in learning more can visit Trust Company of the South's website at trustcompanyofthesouth.com.

Company Leadership

Bill Smith

Managing Principal

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Jim Kluttz

Associate Wealth Advisor, Director of Client Services, Principal

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Trust Company of the South Industry Tags

Financial Services
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Companies Similar to Trust Company of the South

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FAQ

What is the location of Trust Company of the South's headquarters?
The headquarters of Trust Company of the South are situated at 800 GREEN VALLEY RD STE 304, Rocky Mount NC
What is Trust Company of the South's official website?
The official website of Trust Company of the South can be found at trustcompanyofthesouth.com.
What is Trust Company of the South's current revenue?
As of June 2023, Trust Company of the South's annual revenue reached $10B.
How many employees does Trust Company of the South currently have?
Trust Company of the South employs approximately 35+ people as of June 2023
Which industries is Trust Company of the South primarily operating in?
Trust Company of the South operates in the following industries: Finance, Credit
Who is the Managing Principal of Trust Company of the South?
Trust Company of the South's Managing Principal is Bill Smith
What are Trust Company of the South's industry tags?
Trust Company of the South's industry tags include: Financial Services

Employee Directory

Key Employees

Ericka Beason

Client Services Officer

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Chris Sutherland

Principal

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Dan Tolomay

Chief Investment Officer

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Kyle Midyette

Fiduciary Officer

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