Pamela Talley Email

Director Financial Planning and Financial Planning Advisor . Equitable Trust

Current Roles

Employees:
50
Revenue:
$8.4M
About
Equitable Trust stands as a recognized leader in trust and investment services. Families and institutions entrust more than $3.0 billion in assets to its professionals for investment management, estate planning, and trust administration. Specifically we focus on three main areas of financial and fiduciary services: Asset Management - Asset Allocation - Portfolio Management - Third Party Manager Evaluation and Selection - Individual Stock Selection - Institutional Consulting: 401(k), Endowment, Foundation Trust Services - Trust Administration - Directed Trusts - Estate Settlement - Real Estate Administration Planning - Estate - Retirement - Education Funding - Charitable Giving - Family Office Services
Equitable Trust Address
4400 Harding Pike, Suite 310
Nashville, TN
United States
Equitable Trust Email

Past Companies

Equitable TrustDirector of Financial Planning and Financial Planning Advisor
eMoney AdvisorFinancial Planner
Seven Springs Wealth GroupFinancial Planner and Technology Coordinator

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