Our Firm
Serving families for more than 30 years
Trust Company of the South was established in 1992 by a group of families and business owners in Burlington, North Carolina, who were concerned about the trend toward consolidation among the larger banks and the ensuing erosion in service.
Our founders were presented with an opportunity to build a different kind of wealth management firm– one that would serve their own families with care and consideration.
Providing those same tenets of service to other families formed the foundation of our culture, and we now serve clients across the state of North Carolina and beyond from our offices in Greensboro, Raleigh and Charlotte.
Meet Our Team
Trust Company is a team of enthusiastic wealth builders truly dedicated to helping our client families build and preserve wealth over time. Exciting growth has allowed us to welcome many new team members to serve alongside our loyal, long-tenured team members. We are proud of our people, and hope you will get to know us.
Bill Smith, CFP®
President & CEO, Senior Wealth Advisor, Principal
Chris Sutherland, CPA
Senior Wealth Advisor, Principal
Jay Eich, CFP®, CPA
Senior Wealth Advisor, Principal
Jonathan Henry, CFP®, CPA
Senior Wealth Advisor, Principal
Lindsey Stetson, CFP®
Wealth Advisor, Principal
Walker Douglas, CFP®, J.D.
Wealth Advisor, Principal
Jim Kluttz, CFP®
Wealth Advisor, Principal
Bill Noble, AIF®
Director of Client Relations and Development, Principal
Dan Tolomay, CFA
Chief Investment Officer, Principal
M. Burke Koonce, III
Chief Investment Strategist, Principal
Dave Deberry
Investment Analyst
Westray Veasey, J.D.
Chief Fiduciary Counsel, Principal
Hannah Baublitz, J.D.
General Counsel
Chris Hewitt, J.D.
Fiduciary Counsel
Kyle Midyette
Fiduciary Officer
Aubrey Ross
Wealth Analyst
J. R. Parks, CFP®
Client Relations and Development Officer
Leah Jane Barnwell, CRPC®
Director of Client Experience, Principal
Danielle Dahlby
Client Experience Manager
Kristin Leavitt
Client Experience Manager
Elizabeth Walker, J.D.
Client Experience Manager
Anna Kate Myles
Client Administrator
Leslie Pope
Client Services Manager
Ericka Beason
Client Services Officer
Alexa Carmicheal
Client Services Officer
Brandon Cook
Assistant Operations Manager
Maria Dickerson
Client Services Officer
Alicia Farrior
Client Services Officer
Sherika Jones
Operations Officer
Brooke Little
Client Services Officer
Cindy Millikan
Client Services Officer
Cathy Smith
Operations Officer
Brad Sutton
Director of Operations, Principal
Tre’von Williams
Operations Officer
Bill Smith, CFP®
President & CEO, Senior Wealth Advisor, Principal
Jim Kluttz, CFP®
Wealth Advisor, Principal
Leslie Pope
Client Services Manager
Leah Jane Barnwell, CRPC®
Director of Client Experience, Principal
Hannah Baublitz, J.D.
General Counsel
Ericka Beason
Client Services Officer
Dave Beischer
Member, Board of Directors
Michael Bridgeman, CFIRS™, CFP®
Chief Compliance and Risk Officer, Principal
Bret Caling
Chief Operating Officer
Alexa Carmicheal
Client Services Officer
Brandon Cook
Assistant Operations Manager
Danielle Dahlby
Client Experience Manager
Dave Deberry
Investment Analyst
Maria Dickerson
Client Services Officer
Walker Douglas, CFP®, J.D.
Wealth Advisor, Principal
Jay Eich, CFP®, CPA
Senior Wealth Advisor, Principal
Alicia Farrior
Client Services Officer
Caroline Gregorio
Office Administrator
Jonathan Henry, CFP®, CPA
Senior Wealth Advisor, Principal
Chris Hewitt, J.D.
Fiduciary Counsel
Sherika Jones
Operations Officer
M. Burke Koonce, III
Chief Investment Strategist, Principal
Kristin Leavitt
Client Experience Manager
Brooke Little
Client Services Officer
Aubrey Ross
Wealth Analyst
Kyle Midyette
Fiduciary Officer
Cindy Millikan
Client Services Officer
Anna Kate Myles
Client Administrator
Bill Noble, AIF®
Director of Client Relations and Development, Principal
J. R. Parks, CFP®
Client Relations and Development Officer
Monika Pearson
Administrative Manager
Milt Petty
Member, Board of Directors
Jim Powell, M.D.
Member, Board of Directors
Kate Seagraves
Office Administrator
Nina Sheehy
Compliance and Risk Officer
Jim Smith
Member, Board of Directors
Cathy Smith
Operations Officer
Lindsey Stetson, CFP®
Wealth Advisor, Principal
Chris Sutherland, CPA
Senior Wealth Advisor, Principal
Brad Sutton
Director of Operations, Principal
Dan Tolomay, CFA
Chief Investment Officer, Principal
Ryan Turner
Business Analyst
Westray Veasey, J.D.
Chief Fiduciary Counsel, Principal
Elizabeth Walker, J.D.
Client Experience Manager
Tre’von Williams
Operations Officer
Wallace Williams, CPA
Chief Financial Officer, Principal