Tim Britt, Chief Wealth Management Officer, EVP
Mr. Britt leads Trust Company of North Carolina with over twenty-five 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, Mr. Britt 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.
Mr. Britt 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.
Larry Allen, Senior Investment Strategist, SVP
Mr. Allen, Senior Investment Strategist, joined Trust Company of North Carolina in March of 2019 with 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. His role as Senior Investment Strategist with Trust Company of North Carolina involves managing the investment functions by serving as the individual portfolio manager for our customers.
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.
Jason York, Wealth Management Development Officer, SVP
Mr. York, Wealth Management Development Officer, joined Trust Company of North Carolina in March 2021 with 19 years of experience in the financial industry. Prior to joining Trust Company of North Carolina, he worked for BB&T as a Senior Vice President and Wealth Advisor. He is responsible for developing customized and comprehensive financial plans for clients and their families, as well as, manage existing relationships throughout the Fidelity Bank’s footprint.
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.
Morgan Larner, Wealth Administration Specialist
Ms. Larner, Wealth Administration Specialist, joined Trust Company of North Carolina in January 2020. She holds a degree from Campbell University in Trust and Wealth Management and a minor in Financial Planning. Morgan has previous experience with the trust divisions at Advocacy Trust, LLC as well as Wells Fargo Bank, N.A.. She is responsible for daily administrative and operational duties.