TNB Financial Services
Richard Rountree has a vast experience in the financial services industry, holding roles such as Trading Coordinator and Director of Portfolio Accounting & Trading. Richard is skilled in financial back-office systems automation, equity trading, portfolio reporting, advisor support, client service, compliance, and investment research. With a background in research assistance and portfolio accounting, Richard is proficient in tools like Axys, MSExcel, VB, Bloomberg, Morningstar, and more. Richard also has a history of employee development and process development.
TNB Financial Services
TNB Financial Services is the Trust and Investment division of Thomasville National Bank (“TNB”), a wholly owned subsidiary of a publicly traded company, Thomasville Bancshares, Inc. TNB Financial was formed in 1983, originally as Joseph Parker & Company, Inc., a Georgia corporation and federally registered investment advisory firm. Thomasville National Bank acquired Joseph Parker & Company in 2002. Since formation, TNB Financial has grown from managing $2 million to over $4 billion in assets. While we are large enough to provide quality, full-service investment management and trustee services, we still have a “small-firm” culture which allows us to customize our services and our clients’ portfolios to meet their specific needs. Not only do we take pride in our investment management and trustee services, we are also very proud of our superior customer service and operations capabilities. With over 4,000 accounts, the magnitude and capability of our operations department is impressive; however, because our operations department is in-house, we are still flexible and accessible.