Avery Oaks

Trust Officer, Estate Administration at Cumberland Trust - Nashville, TN, US

Avery Oaks's Colleagues at Cumberland Trust
Sharon Cook

Trust Operations Specials

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Robin Pigg

Executive Assistant

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Gina Charles

VP and Trust Tax Officer

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Asha Nivison

Senior Vice President, Managing Director - Operations & Technology

Contact Asha Nivison

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Avery Oaks's Contact Details
HQ
615-783-2540
Location
Nashville,Tennessee,United States
Company
Cumberland Trust
Avery Oaks's Company Details
Cumberland Trust logo, Cumberland Trust contact details

Cumberland Trust

Nashville, TN, US • 100 - 249 Employees
Financial Services

Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets.We have provided professional, comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member.We are headquartered in Nashville, Tennessee and have nine additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to over 120 employees, with over $5 billion in assets under administration serving clients and advisors all over the United States.

Trust & Estate Administration Special Needs Trusts Asset Protection Trusts Charitable Trusts Family Foundations Revocable Trusts Trust & Estate Administration Unique Assets Senior & Elder Care Senior & Elder Care Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Cumberland Trust
Frequently Asked Questions about Avery Oaks
Avery Oaks currently works for Cumberland Trust.
Avery Oaks's role at Cumberland Trust is Trust Officer, Estate Administration.
Avery Oaks's email address is ***@cumberlandtrust.com. To view Avery Oaks's full email address, please signup to ConnectPlex.
Avery Oaks works in the Financial Services industry.
Avery Oaks's colleagues at Cumberland Trust are Sharon Cook, Steve Stewart, Kailey Rosenbaum, Robin Pigg, Gina Charles, Asha Nivison, Matt Skeens and others.
Avery Oaks's phone number is 615-783-2540
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