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

Jim Kluttz, CFP®

Wealth Advisor, Principal

Leslie Pope

Client Services Manager

Joseph Aulisi, CFP®

Wealth Advisor

Leah Jane Barnwell, CRPC®

Strategic Initiatives Manager, 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

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

Aubrey McKay

Wealth Analyst

Will McPherson, III

Operations Manager

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

Cathy Smith

Operations Officer

Jim Smith

Member, Board of Directors

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

Rachel Weller

Compliance and Risk Administrator

Tre’von Williams

Operations Officer

Wallace Williams, CPA

Chief Financial Officer, Principal