Southeastern Trust Company

Southeastern Trust is proud of our own L. Robert Clark, CFA, CFP? who quickly stepped into action when passing a burning home on Wednesday, March 5th. Robert's selfless actions, along with two other good samaritans, saved the 127-year-old home from total destruction. You can find the full article here: https://lnkd.in/gVXiWAwc

Southeastern Trust is proud to welcome Derek Rende to our team as our new business development officer. Derek previously served with a local independent insurance agency the last four years where he worked with business owners and individuals on their risk management programs. He is a Chattanooga native and graduated from the University of Tennessee at Chattanooga in 2010. He was member of the golf team where he was on the all-conference team all four years, all-region team, academic all American, and was inducted into the UTC sports hall of fame in 2024.?

Your life's legacy is more than money. It represents your values. Planning your legacy and the transfer of your wealth is an essential part of any financial planning process. Our professional advisors will work to ensure that your assets end up in the right hands, mitigating potential tax burdens and protecting the assets for your beneficiaries. We will also minimize the probate process and the expenses, delays, and loss of privacy that often accompany it. After we put your plan in place, we will continue to work with you to make sure this plan stays updated, giving you peace of mind that your wealth will benefit the people and causes you care most about.

Meet L. Robert Clark, CFA, CFP?, senior portfolio manager. Mr. Clark joined Southeastern Trust Company in June 2022 as senior portfolio manager having previously served as the chief investment officer for the State of Mississippi. Mr. Clark began his investment career as a portfolio manager for some of the nation’s largest banks including SunTrust, Wells Fargo, BB&T, and Regions Bank. He earned an undergraduate degree in engineering from the Naval Academy and a Masters in Business Administration from Wake Forest University.?He is a Chartered Financial Analyst (CFA) charterholder and holds the Certified Financial Planner (CFP?) designation.

Southeastern Trust was proud to sponsor the Estate Planning Institute 2025 conference at The University of Georgia last Thursday and Friday.?This conference was a Georgia Bar event that provided estate planning attorneys an opportunity to attend continuing education courses in ethics, professionalism, and trial practice.

This December, Southeastern Trust served as the presenting sponsor of Chattanooga Ballet’s Nutcracker.?We believe in the importance of generosity, which is why we invest in the production of this annual family event in the city we call home.

Meet Britt Messer, who serves as Chief Investment Officer at Southeastern Trust Company! Mr. Messer previously served with Truist Bank (formerly SunTrust) where he spent two decades in their private wealth management division. He most recently was a senior vice president and investment strategist in Nashville, serving high-net-worth clients across multiple markets in the southeast. Mr. Messer earned an undergraduate degree in political science and economics from Duke University.?He is a Chartered Financial Analyst (CFA?) charterholder and holds the Certified Financial Planner (CFP?) and Certified Trust and Fiduciary Advisor (CTFA) designations.?Mr. Messer is a former board member of the CFA Society of Nashville and has taught CFA exam prep courses in economics and portfolio management.

Recently, Southeastern Trust?was proud to sponsor the 2024 Southeastern Regional Meeting of the The American College of Trust and Estate Counsel (ACTEC) Fellows and appreciate them welcoming us to Savannah.?This conference concentrates on bringing the best minds in Fiduciary Law and Counsel together to discuss trending matters in the industry and to provide thoughtful continuing legal education to Fellows of the College.

Southeastern Trust as a boutique private wealth manager and family office is uniquely positioned to be an advocate for our clients. We offer a personalized experience with investment solutions and strategies that are time-tested and evidence-based. Investment experiences and financial plans are marathons, not sprints. We guide our clients along that journey with strategy and policy that makes sense, not just for their investment goals, but for their financial goals as well. Learn more at https://lnkd.in/ePqxfeNv .

Meet Teresa Whitton, who serves as the president of Southeastern Trust! Ms. Whitton joined Southeastern Trust in April 2012. Prior to Southeastern Trust, she spent twenty years in Personal Trust and Trust Real Estate at SunTrust Bank, including managing a trust team in Chattanooga. She is a graduate of Middle Tennessee State University and the ABA National Graduate Trust School. Ms. Whitton brings extensive experience in Special Needs Trusts and Trust Real Estate to our team.