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Private Banking

An Exclusive Checking Account for Trust Company of North Carolina Customers Fidelity Bank is offering Trust Company of North Carolina customers exclusive checking account benefits to help you grow your wealth with everyday banking. Through our relationship with Fidelity Bank, opening a Private Banking account with your wealth management officer gains you access to our highest personal interest rates, free...

Jason York

Mr. York, Wealth Consultant, joined Trust Company of North Carolina in March 2021 with 20 years of experience in the financial industry. Prior to joining Trust Company of North Carolina, he worked for BB&T as a Senior Vice President and Wealth Advisor. He is responsible for developing customized and comprehensive financial plans for clients and […]

Larry Allen

Mr. Allen, Senior Investment Strategist, joined Trust Company of North Carolina in March of 2019 with over 25 years of experience in the investment industry. Prior to joining Trust Company of North Carolina, he worked as a Senior Investment Advisor at PNC Wealth Management. His role as Senior Investment Strategist with Trust Company of North […]

Tim Britt

Mr. Britt leads Trust Company of North Carolina with over twenty-five years of experience in investment management, tax, estate and financial planning as well as administration of various types of employee benefit plans. Prior to joining Trust Company of North Carolina, Mr. Britt managed several large wealth divisions at other financial institutions. Mr. Britt graduated […]

Frequently Asked Questions

Meet the Team

Secure Email

Send Secure Email Wealth Consultant*General InquiriesFred TurnerJames WilsonJason YorkLarry AllenMatt HowardMorgan McCullenSamanthia SmithTim BrittTy HoeksemaLori HerculesAustin GilliardSubject* Your Name* Your Email* Message*Attach FilesSelect up to 4 files (45MB or less). Drop files here or Select files Accepted file types: xls, xlsx, csv, doc, docx, txt, tiff, tif, pdf, ppt, pptx, zip, Max. file size: 45 MB, Max. files: 4. *RequiredCAPTCHAEmailThis...

Investment Management

Customized Investment Management We custom-build your investment account based on your individual needs and financial goals. Our goal-based approach takes into account both your short and long-term needs so we can develop the right solutions for you. We specialize in building custom portfolios that minimize tax liabilities and maximize your returns.

Legacy Planning

Protecting the Wealth You’ve Accumulated is Our Top Priority Our expert wealth consultants can guide you to ensure that even when the unexpected happens, your wealth is protected. We also provide generational wealth transfer and estate planning services to ensure your financial plan meets your goals for the future and to help you thoughtfully manage your legacy.

Retirement Implementation

Your Retirement Can Only Be Done One Way: On Your Terms. Once you’re ready to retire, our team will help you put your retirement plan into action. We’ll assess your current financial picture and help you use your funds in the most efficient way based on your post-retirement goals.