The Glenview Trust Company is the result of a shared vision which recognized that this region needs and deserves a premier wealth management firm.
We emphasize and deliver both professional investment counsel and trust administration combined with exceptional personal service.
The creation of wealth over the last few decades and the consolidation of large regional banks have created the need for our smaller, more flexible and focused organization. Hence the creation of The Glenview Trust Company, a company that provides a limited number of wealthy individuals and families customized investment management, trust administration and estate and family planning solutions.
Our highly experienced professionals build enduring relationships with our client families to provide timely and unbiased advice resulting in programs that help them reach their financial goals, enabling them to enjoy a more enriching life.
To do this, The Glenview Trust Company has brought together a superb group of seasoned investment and trust professionals headed by Tawana Edwards Maggard and W. Scott Neff, who have provided insightful leadership since the inception of the company and now lead the company as co-CEO’s. This company has proven to be a magnet for the best and the brightest talent in investment management and trust administration in this region. Each of our principals enjoys a substantial following of satisfied clients who have been well served over the years. We thought it important that each principal of the firm think like an owner in terms of delivering exceptional, personalized service to the client, and thus each principal is provided the opportunity to own a meaningful interest in our company.
In addition to my co-founder, Ronald J. Murphy, we have five successful business leaders serving on the board of The Glenview Trust Company: Ina Brown Bond, Sandra Frazier, David A. Jones, Sr., Leonard M. Spalding, Jr. and Robert C. Ayotte. We welcome the wisdom and counsel these individuals bring to our board.
If you are in need of the services of a premier provider of personalized wealth management services, we invite you to become part of The Glenview Trust Company family.
J. David Grissom
Chairman and Founder