Who We Are
We are a proud community of diligent professionals dedicated to serving our clients and their professional legal, financial, and tax advisors through high-quality, personalized trust and estate administration services. Our strong corporate culture coupled with our diversely experienced team creates a shared purpose in everything we do. Founded in 2001, the pillars that built our foundation highlight our continued commitment to compassionately serve our clients, their professional advisors, and our employees.
Joseph "Pepe" Presley
“Each of our team members plays an instrumental role in ensuring Cumberland Trust delivers premier care to our clients to help them preserve their legacies. The Cumberland Trust team embodies depth, knowledge, and experience with a personalized approach.”
“Cumberland Trust is unique because of its team members. We are a company comprised of caring, compassionate, experienced, and hardworking individuals. I am so proud of what we do, how we do it, and who we are, individually and collectively.“
“The positive work culture is palpable at Cumberland Trust. I have always received support, kindness, and appreciation from my colleagues.“
“The culture at Cumberland Trust is second to none. It starts with the emphasis on a work/life balance and flows right into genuinely caring about one another as a family.“
“Cumberland Trust’s culture of support and service make it a unique place to work. I enjoy being part of a company where co-workers lift each other up and help find solutions for our clients.“
“I love how my colleagues are so well-rounded. It is fun to be able to support each other in the various extracurricular activities with which we’re involved as well as in the work we’re doing in the office.“
“I enjoy the collaborative atmosphere and being part of Cumberland Trust’s dedication to serving the best interests of our clients.“
Our employees are our greatest asset, and we continuously strive to ensure their careers at Cumberland Trust are a source of personal fulfillment and professional growth. We recognize all strengths and support our employees by offering mentorship initiatives, collaborative experiences, and leadership opportunities.
Our team-oriented culture allows us to engage effectively and produce meaningful results. With a supportive team structure in place, employees build on each other’s skillsets and understand how to serve our clients most efficiently. We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service.
As an independent corporate fiduciary, upholding ethical values and honesty is of the utmost importance. We are a regulated financial institution, held to the highest fiduciary standard, and are committed to putting our clients’ needs first.
Our team members lead proactively and provide creative solutions for clients and professional advisors as we navigate dynamic situations together. Our focus is on being a resource clients and professional advisors can rely on for any trust and estate administration needs.
We are responsible for demonstrating respect toward each of our colleagues, clients, partners, and suppliers. We strive to understand unique viewpoints. We believe endorsing these principles puts our company in a position of strength.
We encourage opportunities to collaborate and embrace feedback for continuous improvement. We strive to create a challenging, competitive environment, generating a high level of creativity, development, and growth.
Active In Our Communities
Cumberland Trust believes in supporting the communities in which we serve. We contribute to a wide range of charitable initiatives in Middle Tennessee as well as our regional office locations in Florida, Georgia, Missouri, Pennsylvania, Tennessee, and Texas.
Our employees have access to an extra day of leave each year for volunteer activities, and a corporate donation matching program. Annually, we organize a Month of Service for our teams to give back by volunteering within the community.