Equitable Trust

Equitable Trust

Financial-Services

Nashville, TN
United States
Company Tagline

Trustees and Investment Advisers

Industry Category
Financial-Services
Company Description

Equitable Trust is a leading financial services provider dedicated to delivering exceptional trust, estate, family office, and investment advisory services. Located at 4400 Harding Pike, Suite 310, Nashville, TN 37205, US, Equitable Trust operates as an independent, employee-owned trust company, fostering a client-centric culture that prioritizes attentive listening and effective problem-solving.

With a focus on three core service areas—Trust and Estate Services, Family Office Services, and Investment Advisory Services—Equitable Trust provides comprehensive solutions tailored to meet the unique needs of families and institutions. These services include trust administration, estate settlement, wealth design, financial planning, asset allocation, and portfolio management. Equitable Trust aims to deliver the highest level of personalized service, ensuring clients receive dedicated support and expert guidance in managing their financial legacies.

Equitable Trust is committed to innovation and excellence in the financial services sector. We invite the management of Equitable Trust to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence and connect with a broader audience.

Key Personnel / Employees
Cynthia (Cindy) L. Jones Scott Van Dusen CFP® Ross Jagar CFA Steven Plummer

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Alternative Company Names

This company is also known as

Equitable Trust 公平信托 इक्विटेबल ट्रस्ट إيكويتابل ترست Эквитабл Траст