Find a Wealth Advisor

Our experienced wealth advisors want to help you live a life well-planned by creating investment strategies with your goals and priorities in mind.

Meet Our Team

Learn more about the Trust Company of North Carolina expert advisors that work tirelessly to keep you on the path to success.

Meet the Team

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Our experienced wealth advisors want to help you live a life well-planned by creating investment strategies with your goals and priorities in mind.

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What People Say About Us

Trust Company of North Carolina has a proven record of helping individuals with hopes, dreams, and goals – just like you.

We moved our entire banking, Trust, and Investment relationship after being with another institution for 20 years. Best move ever for us. We like the one-on-one client experience. We feel secure with our advisor, especially during turbulent times.

David & Susan S.

I’ve worked with my wealth advisor for over 10 years through various stages of my financial life. I’ve been given guidance for my investments through a complete financial plan which helped me uncover insurance needs that had to be addressed. I would highly recommend Trust Company of North Carolina to anyone seeking financial advice and guidance.

Janie G.

We are new investors, and TCNC has directed us to many resources we needed, lawyers, CPAs, & other professionals. They have assisted us in creating a life plan to help guide us with present and future decisions and give us a clear idea of what is needed to achieve our retirement goals. I like that they are family oriented and have good values and intentions with their own lives as well as with ours.

Carol S.

Frequently Asked Questions

What are the benefits of Trust Company of North Carolina?

At Trust Company of North Carolina, you get direct access to and prompt responses from your wealth advisor. We have a low client-to-Fiduciary Manager ratio, so we can better get to know you, your family, and your financial goals. Our personalized service gives you everything you need. When you call us, you’ll get someone on our dedicated team who is familiar with your account and situation.

How much money do you need to open a Private Banking account?

What is a fiduciary?

A fiduciary has to legally do what is right by you and act in your best interests. This typically means you will save on the all-in investment fees as we seek to put you in the cheapest investments to meet your goals versus high commissioned products and packages. We do not sell commissioned products or packages. Our fees are designed so that we win when you win and we lose when you lose. We also consider your comprehensive picture as far as family dynamics, goals, financial planning, risk management, and trust and estate planning before offering advice on investments.

How are you compensated?

We are compensated with a base salary. We cannot earn commissions from our clients or investment partners. We cannot earn sales trips or other items of value for sending business to a particular mutual fund or investment company. We can earn a bonus based on how many investments we bring in during a calendar year. However, the bonus is not tied to any particular investment type or product meaning we can give objective advice and sit on the same side of the table with you when making recommendations.

What is the minimum relationship size?

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