Advocacy Trust Announces Nashville Team Growth and Expansion in 2022

Advocacy Trust (AT) is excited to share the continued growth and expansion of its Nashville office team in 2022

Advocacy Trust logo

Advocacy Trust (AT) is excited to share its Nashville office team's continued growth and expansion in 2022.  

After opening the Nashville office in late 2021, the need to attract additional talent became an immediate priority for Advocacy Trust. AT is a Tennessee chartered trust company with reciprocity in 44 states, enabling the company and team to provide the absolute best care and services to beneficiaries across the nation. With over $1B in assets under administration, AT is committed to improving its clients' lives, families, and caregivers through investments, trusts, tax, and other related fiduciary and administrative services. A critical part of its commitment is ensuring it has an extensive team of experts available.

AT's Chief Relationship Officer & Regional Trust Director, Jaclyn K. Berry, shares, "Advocacy Trust continues to expand in size and offerings. This is no more evident than in the Nashville, TN, market. As 2022 ends, we are excited by what the new year will bring, given Advocacy Trust's continued success in attracting talented team members, including a seasoned trust officer, a newly licensed attorney, and an office manager who attained a master's degree. Just as valued as their professional and academic accomplishments, however, is each person's commitment to selflessly working as a team to improve the experience of the beneficiaries we serve. We look forward to the continued growth of Advocacy Trust and the Nashville office."

About Advocacy Trust

The professionals of Advocacy Trust specialize in the fields of settlement planning, litigation support, special needs trusts, settlement administration as well as traditional trust products. Advocacy Trust is part of The Forge Companies.

About The Forge Companies

The Forge Companies focus on guiding plaintiff attorneys and their clients through the entire settlement planning process. To make this process more inclusive, we established an investment management firm, Advocacy Wealth Management, to complement our existing annuity planning services, and a trust company, Advocacy Trust, offering a full range of traditional and special needs trust services. 

Source: Advocacy Trust, LLC