Company Email Format Management

Equitable Trust

Financial Services Nashville, Tn, United States 46 employees

Employees: 46
Contacts: 3
Emails: 3
Phones: 3

equitableco.com LinkedIn

Equitable Trust Overview

Headquarters: Nashville, Tn, United States
Phone Number: Available in AeroLeads
Website: equitableco.com
Industry: Financial Services
Employees: 46
Founded: 1991
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Nashville

About Equitable Trust

Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with their trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas: Trust and Estate Services • Trust Administration • Estate Settlement • Estate Plan Consulting • Directed Trustee • Real Estate Administration Family Office Services • Wealth Design • Financial Planning • Tax Planning • Philanthropic Giving • Next Generation Education and Mentoring • Lifestyle Management Investment Advisory Services • Asset Allocation • Portfolio Management • Third-party Manager Evaluation and Selection • Account Aggregation and Consolidated Reporting • Private Equity Due Diligence

Equitable Trust Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 3; 100.0% coverage

Equitable Trust Org Chart

Sample employees and titles

Name	Title	Location	Contact
Steven Plummer	Chief Innovation Officer - Digital	Greater Tampa Bay Area, United States	Email Phone
Ross Jagar, Cfa		Nashville Metropolitan Area, United States	Email Phone
Cynthia (Cindy) L. Jones	Partner, Trust and Estate	Nashville, Tennessee, United States	Email Phone