Alex Jackson

Financial Planning Associate at Equitable Trust - Nashville, TN, US

Alex Jackson's Colleagues at Equitable Trust
McKenzie Teasley

Trust & Wealth Associate

Contact McKenzie Teasley

Sarah Mullinax

Trust and Wealth Associate

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Nicole Buttrey

Trust & Wealth Associate

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Edward Burgess

Co-Chief Investment Officer

Contact Edward Burgess

Bruce Henderson

Vice President and Senior Investment Officer

Contact Bruce Henderson

Kristen Webb

Trust Advisor

Contact Kristen Webb

Scott Dusen

Partner & Investment Advisor

Contact Scott Dusen

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Alex Jackson's Contact Details
Email (Verified)
***@equitableco.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
615-460-1160
Location
Company
Equitable Trust
Alex Jackson's Company Details
Equitable Trust logo, Equitable Trust contact details

Equitable Trust

Nashville, TN, US • 20 - 49 Employees
Financial Services

Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with more than $3.5 billion in assets for investment advisory, family office, and trust & estate services. Our client centric culture focused on listening and problem solving enables the highest level of personalized service. 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

Financial Services Financial Advisory Services
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Frequently Asked Questions about Alex Jackson
Alex Jackson currently works for Equitable Trust.
Alex Jackson's role at Equitable Trust is Financial Planning Associate.
Alex Jackson's email address is ***@equitableco.com. To view Alex Jackson's full email address, please signup to ConnectPlex.
Alex Jackson works in the Financial Services industry.
Alex Jackson's colleagues at Equitable Trust are McKenzie Teasley, Sarah Mullinax, Nicole Buttrey, Edward Burgess, Bruce Henderson, Kristen Webb, Scott Dusen and others.
Alex Jackson's phone number is 615-460-1160
See more information about Alex Jackson