Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Financial plans and investment portfolios are always unique to the client's personal financial situation. 40 Burton Hills Boulevard Suite 300, Nashville, TN 37215-6292. Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Duncan Brown - Craven, England, United Kingdom - LinkedIn For the most up-to-date information, please view the applicable SEC and FINRA reports above. Sara Pruneski, 615-242-8856sara@hallstrategies.com, Nashville-based independent trust company reaches new milestone and promotes three to c-suite, Internet Explorer presents a security risk. Jason Cumberland auf LinkedIn: Very cool API integration of ChatGPT Zippia gives an in-depth look into the details of Cumberland Trust, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Cumberland Trust. Firm or related person receives soft-dollar benefits in connection with client securities transactions. In addition to Nashville, the company operates offices in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis and Tampa-St. Petersburg. Prior Limiting risk. Firm can legally elect to accept commissions for their investment advisory services. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Charlotte has been a dedicated and valuable member of our Special Needs Trust Administration team for many years, said Pepe Presley, Cumberlands chairman, president and CEO. Since 2000, we have successfully advised our clients and achieved attractive long-term returns while protecting capital during market downturns. Plan, preserve, and protect your legacy for generationstocome. Cumberland Trust names SVP | People | nashvillepost.com Our searchable database of U.S.-based financial advisors includes more than 17,000 . For example, front-running is when a financial professional buys or sell securities ahead of their client. Bank of America Private Bank provides investment management, wealth structuring, and credit and lending services . Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. MORE RESOURCES. Founded in 2001, the firm runs offices in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and the Tampa area. Assets Under Management (AUM) - Overview, Calculation, Examples This could also limit the number and diversity of investment options available and may impact their transferability. Includes Fisher Investments and its subsidiaries. Domestic Asset-Protection Trusts Explained | Wealth Management