Shelly Donaldson
Vice President, Business Development Officer at Cumberland Trust - Nashville, TN, US
Shelly Donaldson's Colleagues at Cumberland Trust
Caroline Bradshaw
Senior Vice President and Managing Director, Trust and Estate Administration
Shelly Donaldson's Contact Details
615-783-2540
Cumberland Trust
Shelly Donaldson's Company Details
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.