Top 5 Investment Management Companies in Knoxville

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Below is the list of Top 5 Investment Management Companies in Knoxville ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Knoxville

1. The Trust Company Of Knoxville

Industry: Investment Management

Location: Knoxville, Tennessee

Company Founded: 1987

Company Size: 51-200

Company Address: 4823 Old Kingston Pike, Knoxville, Tennessee, United States

The Trust Company Of Knoxville Contact Details

Name Title LinkedIn Phone Email
Kristine Davenport Relationship Manager
Daniel Carter President
Andy Muldoon Senior Vice President
Lindsay Cates Marketing Director
Lara Fleming Chief People Officer
Megan Noble Law Clerk
Susan Williams Vice President And Certified Financial Planner
Requires/Intent and 30 more Employees
Alternative Investment Consulting
IPO Advisory
SEO
Automation
Tax Optimization For Investments
and more

2. Woody Creek Realty, Llc

Industry: Investment Management

Location: Knoxville, Tennessee

Website: woodycreekrealty.com

Company Founded: 1975

Company Size: 11-50

Company Address: 11543 Kingston Pike, Knoxville, Tennessee, United States

Woody Creek Realty, Llc Contact Details

Name Title LinkedIn Phone Email
J Brandon Ross Property Manager
Sharon Campbell Realtor
Bick Benedict Restaurant Supervisor
Talulah Johnson Affiliate Broker
Keri Price Affiliate Broker
Jeff Hodges Affiliate Broker
Laura Owens Affiliate Broker
Requires/Intent and 1 more Employees
Private Wealth Management
IT Support
Compliance & Risk Management
AI-Powered Financial Forecasting
Smart Contracts For Investment
and more

3. Meridian Trust & Investment Company

Industry: Investment Management

Location: Knoxville, Tennessee

Website: trustmeridian.com

Company Founded: 1997

Company Size: 11-50

Company Address: 109 South Northshore Drive, Knoxville, Tennessee, United States

Meridian Trust & Investment Company Contact Details

Name Title LinkedIn Phone Email
Jennifer Steffens Financial Planner
Tom Coulter Owner
Susanne White Vice President Retirement Plan Design
Lisa Morgan Vice President, Compliance
Vickie Elam Trust Assistant At Meridian Trust And Investment Company
Lisa Wade Senior Plan Administrator
Requires/Intent
SEO
ERP Solutions
Accounting
and more

4. Affinity Financial Group Llc

Industry: Investment Management

Location: Knoxville, Tennessee

Website: affinitytucson.com

Company Size: 1-10

Company Address: 9131 Cross Park Drive, Knoxville, Tennessee, United States

Affinity Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Arline Magallon Insurence Agent
Requires/Intent
Portfolio Management Solutions
FinTech Solutions For Investment Firms
and more
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Knoxville Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kristine Davenport The Trust Company Of Knoxville Relationship Manager
2 Daniel Carter The Trust Company Of Knoxville President
3 Andy Muldoon The Trust Company Of Knoxville Senior Vice President
4 Lindsay Cates The Trust Company Of Knoxville Marketing Director
5 Lara Fleming The Trust Company Of Knoxville Chief People Officer
6 Megan Noble The Trust Company Of Knoxville Law Clerk
7 Susan Williams The Trust Company Of Knoxville Vice President And Certified Financial Planner
8 J Brandon Ross Woody Creek Realty, Llc Property Manager
9 Sharon Campbell Woody Creek Realty, Llc Realtor
10 Bick Benedict Woody Creek Realty, Llc Restaurant Supervisor
11 Talulah Johnson Woody Creek Realty, Llc Affiliate Broker
12 Keri Price Woody Creek Realty, Llc Affiliate Broker
13 Jeff Hodges Woody Creek Realty, Llc Affiliate Broker
14 Laura Owens Woody Creek Realty, Llc Affiliate Broker
15 Jennifer Steffens Meridian Trust & Investment Company Financial Planner
16 Tom Coulter Meridian Trust & Investment Company Owner
17 Susanne White Meridian Trust & Investment Company Vice President Retirement Plan Design
18 Lisa Morgan Meridian Trust & Investment Company Vice President, Compliance
19 Vickie Elam Meridian Trust & Investment Company Trust Assistant At Meridian Trust And Investment Company
20 Lisa Wade Meridian Trust & Investment Company Senior Plan Administrator
21 Arline Magallon Affinity Financial Group Llc Insurence Agent

Investment Management companies in different cities of Tennessee

No. Industry Number of Contacts Download
1 Investment Management Companies in Nashville 2070
2 Investment Management Companies in Memphis 1840
3 Investment Management Companies in Franklin 575
4 Investment Management Companies in Brentwood 575
5 Investment Management Companies in Chattanooga 575