Tennessee

Nashville, TN

40 Burton Hills Blvd #300, Nashville, TN 37215, USA
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Chattanooga, TN

200 W. Martin Luther King Blvd, Suite #1000, Chattanooga, TN 37402, USA
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Knoxville, TN

334 Ebenezer Rd, Knoxville, TN 37923, USA
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Memphis, TN

1000 Ridgeway Loop Rd #105, Memphis, TN 38120, USA
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Nashville

Corporate Headquarters

40 Burton Hills Boulevard
Suite 300, Burton Hills IV
Nashville, TN 37215

P: 615.783.2540
F: 615.783.2559

Michelle Diamond

Michelle Diamond

Chief Development Officer

Douglas Kirkpatrick

Douglas Kirkpatrick

Vice President, Corporate Development

Emily Dye

Emily Dye

Corporate Development Associate

Bedell James

Bedell James

Senior Vice President & Managing Director, Corporate Development

Meredith Harville

Meredith Harville

Manager, Corporate Development Associate

Ambar Matias

Ambar Matias

Corporate Development Associate

Chattanooga

200 W. Martin Luther King Boulevard
Suite #1000
Chattanooga, TN 37402

P: 423.664.9747
F: 423.634.0887

Bedell James

Bedell James

Senior Vice President & Managing Director, Corporate Development

Ambar Matias

Ambar Matias

Corporate Development Associate

Douglas Kirkpatrick

Douglas Kirkpatrick

Vice President, Corporate Development

Knoxville

334 Ebenezer Road
Knoxville, TN 37923

P: 865.251.5430
F: 865.251.5431

Heather Savage

Heather Savage

CTFA, Senior Vice President & Business Development Officer

Kailey McCann

Kailey McCann

Business Development Associate

Memphis

1000 Ridgeway Loop Road
Suite 105
Memphis, TN 38120

P: 901.685.1208
F: 901.685.1210

Rebecca Halvorson

Rebecca Halvorson

Senior Vice President & Managing Director, Corporate Development

Meredith Harville

Meredith Harville

Manager, Corporate Development Associate

Resources and Insights

  • Privacy in Estate Planning: Keeping Family and Financial Matters Confidential - The estate planning process involves highly personal and sensitive decisions related to legacy, assets, family, and heirs. For many individuals and families, keeping those matters private is an important part of the planning process. Certain planning strategies, including the use of revocable living trusts and irrevocable trusts, can offer a meaningful degree of privacy. Trusts… READ MORE
  • 2026 Tennessee Trust Law Updates: Understanding Tennessee’s Latest Trust Legislation - Tennessee has a long history of being at the forefront of trust administration. In keeping with that tradition, the Tennessee legislature has passed updates to its trust code that aim to keep Tennessee among the best jurisdictions in the country for trust and estate administration. This year's Tennessee trust law updates focus on refining existing… READ MORE
  • 2024 Tennessee Trust Code Revisions and Benefits  - Tennessee has once again demonstrated its commitment to nurturing one of the most beneficial trust jurisdictions in the nation with another series of updates to the Tennessee Trust Code, which go into effect July 1, 2024. READ MORE