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Steven Plummer Email
Partner, Chief Compliance Officer & Operations Manager . Equitable Trust
Nashville, TN
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Employees:
50Revenue:
$8.4MAbout
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 ServicesEquitable Trust Address
4400 Harding Pike, Suite 310Nashville, TN
United States