Cumberland Trust
Tim McCoy, CTFA, currently serves as a Special Needs Trust Officer at Cumberland Trust since October 2022. Previously, Tim McCoy held the position of Operations Manager at Embassy Group Inc. from May 2022 to October 2022, where the company specializes in ATM enclosure manufacturing and industrial powder coating services. From June 2019 to May 2022, Tim McCoy was a Trust & Wealth Associate at Equitable Trust, and prior to that, occupied various roles at SunTrust, including Trust Advisor, Trust Specialist, and Personal Banker from January 2014 to June 2019. Tim McCoy's career began at Merrill Lynch as a Financial Advisor from June 2012 to September 2013. Tim McCoy holds a Master of Business Administration (MBA) from Western Governors University (2020-2021) and a Bachelor of Business Administration (BBA) from Simon Fraser University (1987-1990).
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.