Samantha Whitley Joins Trust Company of North Carolina, Cary, North Carolina

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Samantha LowderFUQUAY-VARINA, North Carolina (May 30, 2019) – Fidelity Bank is pleased to announce Samantha Whitley has joined its Trust Company of North Carolina team as Wealth Administration Specialist. In her new position, Mrs. Whitley is responsible for daily account administrative duties as well as supporting business development and investment management. Her office is located at the Trust Company of North Carolina headquarters in Cary on 100 West Chatham Street.

Samantha is a recent graduate of Campbell University with a Bachelor’s of Business Administration in Trust and Wealth Management and a Masters of Business Administration with a focus in Financial Services. Prior to joining Trust Company of North Carolina, she interned with BB&T Wealth and City National Bank in their Trust and Estate department. She currently resides in Farmville, NC with her husband, Bailey Whitley.

Trust Company of North Carolina, Fidelity Bank’s trust and wealth management division, was established in February 2015. They have five associates and serve the entire Fidelity Bank Footprint.

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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Larry Allen Joins Trust Company of North Carolina, Cary, North Carolina

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Larry AllenFUQUAY-VARINA, North Carolina (May 10, 2019) – Fidelity Bank is pleased to announce Larry Allen has joined its Trust Company of North Carolina team as Senior Vice President and Senior Investment Strategist. In his new position, Mr. Allen will manage the investment functions for Trust Company of North Carolina and serve as the individual portfolio manager for customer relationships. His office is located at the Trust Company of North Carolina headquarters in Cary on 100 West Chatham Street.

Larry has over 25 years of experience in the investment industry. Prior to joining Trust Company of North Carolina, he worked as a Senior Investment Advisor at PNC Wealth Management. Mr. Allen graduated from Campbell University with a Bachelor’s of Business Administration in Trust and Investment Management, a Master’s Degree in Finance, and holds a Certified Financial Planner (CFP) designation. He currently resides in Raleigh.

Trust Company of North Carolina, Fidelity Bank’s trust and wealth management division, was established in February 2015. They have five associates and serve the entire Fidelity Bank Footprint.

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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Landon Dascombe Joins Trust Company of North Carolina, Cary, North Carolina

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Landon DascombeFUQUAY-VARINA, North Carolina (May 10, 2019) – Fidelity Bank is pleased to announce Landon Dascombe has joined its Trust Company of North Carolina team as Assistant Vice President and Fiduciary Manager. In his new position, Mr. Dascombe is responsible for daily oversight of all operations, administration, client service, sales administration, and compliance. His office is located at the Trust Company of North Carolina headquarters in Cary on 100 West Chatham Street.

Landon has over five years of experience in wealth management. Prior to joining Trust Company of North Carolina, he worked as a Client Consultant and Trust Administrator for Abbot Downing, a subsidiary of Wells Fargo. Landon graduated from Campbell University with a Bachelor’s of Business Administration in Trust and Investment Management with a minor in Financial Planning and a Master’s Degree in Business Administration. He also holds the Certified Trust and Financial Advisor designation (CTFA). He currently resides in Cary.

Trust Company of North Carolina, Fidelity Bank’s trust and wealth management division, was established in February 2015. They have five associates and serve the entire Fidelity Bank Footprint.

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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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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