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June 2022 Newsletter

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Trust Planning

  • Who will be your trustee
  • Trustee checkpoints

Investing

  • The importance of dividends

Tax Currents

  • IRS Report Card
  • Leaker at large
  • Student loans and tax refunds

 

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Jason York Joins Trust Company of North Carolina, Cary, North Carolina

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Jason York - Trust of NCFUQUAY-VARINA, North Carolina (August 5, 2021) – Fidelity Bank is pleased to announce Jason York has joined Trust Company of North Carolina as a Senior Vice President and Wealth Management Development Officer. In his new position, Mr. York is responsible for developing customized and comprehensive financial plans for clients and their families, as well as, manage existing relationships throughout the Bank’s footprint. His office is located at the Trust Company of North Carolina headquarters in Cary on 100 West Chatham Street.

Jason has nineteen years of financial experience, with sixteen in the Triangle. Prior to joining Trust Company of North Carolina, he worked for BB&T as a Senior Vice President and Wealth Advisor. He also held commercial and business banking positions at BB&T. In addition to his financial background, Jason is active in the community. He is currently on the Salvation Army of Wake County Advisory Board. He also served on the Sacred Heart Cathedral Finance Council and Board of Directors for Friends of the NC Museum of Natural Sciences.

Mr. York graduated with honors from the University of North Carolina at Chapel Hill with a Bachelor of Arts in Economics. He also received his Master of Business Administration from William and Mary. Jason served in the U.S. Air Force as a Contracting Officer and was honorably discharged at the rank of Captain.  He currently resides in Cary with his wife, Marjorie, and has two children.

Fidelity Bank is a full-service financial institution with assets of approximately $3.2 billion headquartered in Fuquay-Varina, North Carolina. The Bank owns and operates 56 branches throughout North Carolina and Virginia; and was awarded a 5-star (superior) rating by BauerFinancial.

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Morgan McCullen Joins Trust Company of North Carolina

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FUQUAY-VARINA, North Carolina (June 17, 2020) – Fidelity Bank is pleased to announce Morgan McCullen has joined its Trust Company of North Carolina team as Wealth Administration Specialist. In her new position, Mrs. McCullen is responsible for the daily customer service administrative duties and providing overall customer support for account administration. Her office is located at the Trust Company of North Carolina headquarters in Cary, North Carolina on 100 West Chatham Street.

Morgan has a year of experience in financial planning. Prior to joining Trust Company of North Carolina, she worked as a Trust Officer for Advocacy Trust.  Mrs. McCullen graduated Magna Cum Laude from Campbell University with a Bachelor of Business Administration degree in Trust and Wealth Management Pre-Law.  She currently resides in Dunn, North Carolina with her husband, Eli and serves as a volunteer for Ronald McDonald House Charities.

Fidelity Bank is a full-service financial institution with assets of approximately $2.1 billion headquartered in Fuquay-Varina, North Carolina. The Bank owns and operates 57 branches throughout North Carolina and Virginia; and was awarded a 5-star (superior) rating by BauerFinancial. For more information, please visit www.fidelitybanknc.com.

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Tim Britt Joins Trust Company of North Carolina, Cary, North Carolina

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Tim Britt

FUQUAY-VARINA, North Carolina (March 27, 2019) – Fidelity Bank is pleased to announce Tim Britt has joined its Trust Company of North Carolina team as Executive Vice President and Chief Wealth Management Officer. In his new position, Mr. Britt is responsible for overseeing the daily responsibilities of Trust Company of North Carolina and the brokerage services offered throughout the Bank’s footprint. His office is located at the Trust Company of North Carolina headquarters in Cary on 100 West Chatham Street

Tim has 25 years of experience in investment management, tax, estate and financial planning as well as administration of various types of employee benefit plans. Prior to joining Trust Company of North Carolina, he worked as a Senior Vice President and Chief Wealth Management Officer for KS Bank Inc. He has also held wealth management positions where he managed a $500 million wealth management division that had $235 million in trust assets. 

Tim graduated from Campbell University with a Trust and Investment Management degree with a minor in Financial Planning, and a Master’s in Business Administration. He is also a graduate of the ABA Stonier Graduate School of Banking at the University of Pennsylvania and completed the Wharton Executive Leadership Certification from Wharton School of Business at the University of Pennsylvania. He currently holds an Accredited Investment Fiduciary Analyst designation.  

 He currently resides in Asheboro with his wife, Kim, and has three children.

Fidelity Bank is a full-service financial institution with assets of approximately $1.9 billion headquartered in Fuquay-Varina, North Carolina. The Bank owns and operates 56 branches throughout North Carolina and Virginia; and was awarded a 5-star (superior) rating by BauerFinancial. For more information, please visit www.fidelitybanknc.com.

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