Cumberland Trust
Avery Oaks is an experienced legal and financial professional currently serving as Vice President & Trust Officer for Estate Administration at Cumberland Trust since January 2022. Prior to this role, Avery worked as an Investment Advisor at Valor Financial Services and as an Associate Attorney at Brazil Clark, PLLC, focusing on estate planning, corporate law, and contracts. Avery began a legal career as a Judicial Law Clerk for the Honorable Judge Kathleen N. Gomes at Shelby County Probate Court. Earlier experience includes legal assistance roles at Teresa Hurst Attorney at Law and Dana Blake Attorney at Law. Avery holds a Doctor of Law (JD) and a Master of Business Administration (MBA) from The University of Memphis, and a dual major Bachelor's Degree in Kinesiology and Criminology from the University of Tennessee, Knoxville.
Cumberland Trust
Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have nine additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to over 120 employees, with over $5 billion in assets under administration serving clients and advisors all over the United States.