Trust Company Highlighted in Family Wealth Report’s Acclaim 2025 for Wealth Planning Excellence
It's an honor to be included in Acclaim 2025, the official showcase…
Burke Koonce Featured in FinancialPlanning on Market Volatility and Fed Challenges
Burke Koonce, investment strategist and principal at Trust Company of the South,…
Bill Smith Authors Family Wealth Report Byline on Avoiding Generational Wealth Loss
Trust Company's CEO, Bill Smith, CFP®, recently authored a byline for Family Wealth Report,…
Trust Company of the South Named a Finalist in 10 Categories for the 2025 Family Wealth Report Awards
Trust Company of the South is honored to be named a finalist…
Trust Company of the South Featured in The Whirl | WALTER Magazine
Trust Company of the South was recently featured in WALTER Magazine for its fall…
Leah Jane Barnwell Featured in Barron’s: Selling a Family Business
Leah Jane Barnwell, CRPC®, strategic initiatives manager and principal at Trust Company…
Trust Company of the South Ranked Among Top 25 Advisory Firms by Triangle Business Journal
We’re excited to announce that Trust Company of the South has been…
Dan Tolomay in U.S. News & World Report: Staying Steady with 9 ETFs for Economic Downturns
In a recent feature by U.S. News & World Report, Dan Tolomay, chief investment…
Trust Company of the South Featured in Triangle Business Journal’s Where the Money Lives
We’re proud to announce that Trust Company of the South has been…