Leave an Everlasting Legacy with Towne Trust
Towne Trust Company is committed to safeguarding your financial future through our exceptional local team and personalized service. Here, you'll experience personalized guidance, ensuring your legacy is managed with the utmost care and expertise.
Legacy Planning
Advice & Strategies to Protect Your Wealth for Future Generations
We offer personalized advice, coupled with cutting edge trust administration strategies, to provide flexibility for evolving family or tax situations, ensure continuity, and align with your wealth and estate planning goals. Whether your plan involves revocable living trusts, special needs trusts, testamentary trusts or other advanced planning vehicles, our team stands ready to help your family now and for generations to come.
Trust Accounts: Instruments to Protect Assets for Future Generations
We offer revocable living trusts, special needs trusts, and testamentary trusts—each designed to provide flexibility for evolving family or tax situations, ensure continuity, and align with your estate planning goals.
- Revocable Living Trusts
- Special Needs Trusts
- Testamentary Trusts
Estate Planning
Our relationship-focused approach to estate planning support is designed to complement your work with legal and tax advisors.
- Account organization and consolidation to simplify oversight and reporting.
- Trust and estate services, including coordination of titling and beneficiary strategies.
- Cash management and liquidity planning to meet distribution needs and tax obligations.
- Philanthropic and charitable giving coordination with donor-advised funds or trust structures.
- Tax advice, compliance and reporting, including personal and fiduciary return preparation.
Investment Management
Align your goals and protect your beneficiaries with a long-term partnership with a seasoned team of Towne Trust advisors.
- Align portfolios with your time horizon, risk tolerance, and income needs to support growth and preservation.
- Use diversification, tax-aware strategies, and risk management to sustain assets across market cycles and generations.
- Connect retirement income, education funding, charitable giving, and legacy goals with built-in flexibility.
- Conduct regular reviews and proactive updates to keep your plan responsive to market and regulatory changes.
Meet the Towne Trust Team
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Sean Corkery, CFASenior Vice President, Chief Investment Officer -
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Alex RaneyPrivate Wealth Advisor -
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Cheri GreenPrivate Wealth Advisor -
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Eric KaudersPresident & Chief Executive Officer -
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Frank JenningsPersonal Trust Advisor -
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Jenna MackayPrivate Wealth Advisor -
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Larry KirkChief Tax Officer -
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Robert CowlingPersonal Trust Advisor -
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Tricia MeirPersonal Trust Advisor
Investment and Insurance products are Not a deposit, Not FDIC-insured, Not guaranteed by TowneBank, Not insured by any state or federal government agency, subject to risk and may go down in value.
The information provided is not intended to be legal, tax, or financial advice or recommendations for any specific individual, business, or circumstance. Towne Trust Company cannot guarantee that it is accurate, up to date, or appropriate for your situation. You are encouraged to consult with a qualified attorney, accountant, or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situation.