Trey Tally, CTFA
Senior Vice President
Trey is a member of our client service team with a focus on wealth strategies. Prior to joining the company he was a senior vice president at Pinnacle Financial Partners in Nashville, where he managed fiduciary assets held in trusts, IRAs, investment management accounts, escrow agreements and estates. He also worked with clients and their counsel to develop estate plans, gifting plans, executive compensation plans, business succession plans and other tax planning needs. Previously, he was a vice president and trust advisor at Regions Bank, where he oversaw trust accounts and developed wealth management plans that focused on executive compensation, special needs trust planning, business transitions and retirement income projections.
Trey received his undergraduate degree in philosophy from Tulane University and his Juris Doctor (JD) from the University of Tennessee College of Law. He is a licensed attorney and a member of the Tennessee Bar Association. In addition, Trey is a member of the American Bankers Association and a certified trust and financial advisor. He is a graduate of the National Trust School (2011), and an honors graduate of Graduate Trust Schools I and II (2012-2013).