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Quarterly Insights

Our quarterly insights recap the most significant market and economic trends. Here, you can learn about the latest insights regarding the economy, equity markets, and fixed income markets. This publication also provides you with an economic outlook for the next quarter to help you stay one step ahead.

Private Banking

An Exclusive Checking Account for Trust Company of North Carolina Customers Fidelity Bank is offering Trust Company of North Carolina customers exclusive checking account benefits to help you grow your wealth with everyday banking. Through our relationship with Fidelity Bank, opening a Private Banking account with your wealth management officer gains you access to our highest personal interest rates, free...

Frequently Asked Questions

Meet the Team

Secure Email

Send Secure Email URLThis field is for validation purposes and should be left unchanged.Wealth Consultant*General InquiriesAshley ThompsonGreg CarrJeff BowmanFred TurnerAustin GilliardMike PfauthTyler DailNick ChildsDrew GinsbergLaura SneadSubject*Your Name*Your Email* Message*Attach FilesSelect up to 4 files (45MB or less). Drop files here or Select files Accepted file types: xls, xlsx, csv, doc, docx, txt, tiff, tif, pdf, ppt, pptx, zip, Max. file...

Investment Management

Customized Investment Management We custom-build your investment account based on your individual needs and financial goals. Our goal-based approach takes into account both your short and long-term needs so we can develop the right solutions for you. We specialize in building custom portfolios that minimize tax liabilities and maximize your returns.

Legacy Planning

Protecting the Wealth You’ve Accumulated is Our Top Priority Our expert wealth consultants can guide you to ensure that even when the unexpected happens, your wealth is protected. We also provide generational wealth transfer and estate planning services to ensure your financial plan meets your goals for the future and to help you thoughtfully manage your legacy.

Retirement Implementation

Your Retirement Can Only Be Done One Way: On Your Terms. Once you’re ready to retire, our team will help you put your retirement plan into action. We’ll assess your current financial picture and help you use your funds in the most efficient way based on your post-retirement goals.

About Us

Putting Your Interests First Trust Company of North Carolina is most valued by clients who desire personal attention. As a Fiduciary, you can count on us to put your best interests first at all times. We have a low client-to-Fiduciary Manager ratio, so we can better get to know you, your family, and your financial goals.

Insights