Trust Company of the South is honored to be named a finalist in ten categories for the 2025 Family Wealth Report Awards: Wealth Planning, Fiduciary or Trust Services, Philanthropy Advice, Regional Private Bank and Outstanding Contribution to Wealth Management Thought Leadership (Company).
Several individuals from the firm have also received nominations: Bill Smith, CFP® is a finalist for Outstanding CEO, Dan Tolomay, CFA for Outstanding CIO, Leah Jane Barnwell, CRPC® for Rising Star Under 40, Westray Veasey, J.D. for Women in Wealth Advisory and Burke Koonce for Outstanding Contribution to Wealth Management Thought Leadership (Individual).
This marks a significant milestone for Trust Company of the South, and we are honored to be recognized across multiple categories. Being named a finalist reflects our dedication to serving clients with care, expertise and thoughtful planning.
We appreciate the judges and organizers of the Family Wealth Report Awards for this recognition and look forward to celebrating alongside industry peers at the upcoming ceremony on May 8, 2025, at the Mandarin Oriental in New York City.
Read more about the awards here.
