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    Equitable Trust

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    Description

    • Equitable Trust stands as a recognized leader in trust and investment services. Families and institutions entrust more than $2.0 billion in assets to its professionals for investment management, estate planning, and trust administration. Specifically we focus on three main areas of financial and fiduciary services:Asset Management- Asset Allocation- Portfolio Management- Third Party Manager Evaluation and Selection- Individual Stock Selection- Institutional Consulting: 401(k), Endowment, Foundation Trust Services- Trust Administration- Directed Trusts- Estate Settlement- Real Estate AdministrationPlanning- Estate- Retirement- Education Funding- Charitable Giving- Family Office Services
    • location

      Headquarters:4400 Harding Pike Suite 310, Nashville, Tennessee, United States

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    • Equitable Trust phone

      Phone Number: +1 615-460-9240

    • Equitable Trust website

      Website: https://www.equitableco.com

    • Equitable Trust employees

      Employees:20

    • Equitable Trust revenue

      Revenue:$1 - 10M

    • Equitable Trust legal name

      Legal Name:Equitable Trust

    • Equitable Trust's Social Media

      Equitable Trust linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Equitable Trust

    Tom Steele

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Rick Travis

    Partner And Chief Fiduciary Officer

    Edward Burgess

    Chief Investment Officer

    John Steele

    President

    Ross Jagar

    Vice President

    Frequently Asked Questions regarding Equitable Trust

    • Where are Equitable Trust's Headquarters?

      Equitable Trust's Headquarters are in 4400 Harding Pike Suite 310,Nashville,Tennessee,United States

    • What is Equitable Trust's phone number?

      Equitable Trust's phone number is +1 615-460-9240

    • What is Equitable Trust's official website?

      Equitable Trust's official website is https://www.equitableco.com

    • What is Equitable Trust's Revenue?

      Equitable Trust's revenue is $1 - 10M

    • What is Equitable Trust's NAICS code?

      Equitable Trust's NAICS code is 523930

    • How many employees are working in Equitable Trust

      Equitable Trust has 20 employees

    • What is Equitable Trust's Industry?

      Equitable Trust is in the industry of Financial Services

    • Who is Equitable Trust's CEO?

      Equitable Trust's CEO is Tom Steele

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