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.
- Client Experience
- Client Services & Operations
- Legal & Compliance
- Business Operations
- Board of Directors
- All
Bill Smith, CFP®
Chris Sutherland, CPA
Jay Eich, CFP®, CPA
Jonathan Henry, CFP®, CPA
Lindsey Stetson, CFP®
Walker Douglas, CFP®, J.D.
Jim Kluttz, CFP®
Bill Noble, AIF®
Dan Tolomay, CFA
M. Burke Koonce, III
Westray Veasey, J.D.
Hannah Baublitz, J.D.
Kyle Midyette
Joseph Aulisi, CFP®
John Frechette, CPA, CFP®
J. R. Parks
Anna Kate Fuller
Tre’von Williams
Sherika Jones
Jim Kluttz, CFP®
Brad Sutton
Will McPherson, III
Ericka Beason
Alexa Carmicheal
Brandon Cook
Teresa Harvey
Cindy Millikan
Nina Mitchell
Leslie Pope
Cathy Smith
Westray Veasey, J.D.
Michael Bridgeman, CFIRS™, CFP®
Hannah Baublitz, J.D.
Kyle Midyette
Rachel Weller
Wallace Williams, CPA
Leah Jane Barnwell, CRPC®
Monika Pearson
Kate Seagraves
Bill Smith, CFP®
Wallace Williams, CPA
Dave Beischer
Jim Powell, M.D.
Milt Petty
