As Senior Vice President of Personal Trust, Jack Davidson leads the personal trust division of our Wealth Management team in ensuring quality services are delivered to our clients. Through financial planning, investment management, and trust administration, he helps clients achieve both living and legacy goals. He is also able, as a Certified Public Accountant, to assist clients in navigating tax and estate issues.
Jack holds a Bachelor of Science degree in Accounting from The University of Tennessee with Summa Cum Laude honors in addition to a Masters of Accountancy degree with a Concentration in Taxation from The University of Tennessee. Since 2003, he has worked in trust administration, investment management, tax, and accounting.
Committed to service in our community, Jack serves on multiple boards including Nucleus Knoxville, as Treasurer, and 4 Market Square as Vice-Chairman. He is a member of the Knoxville Estate Planning Council, Financial Executives International, the Tennessee Society of CPAs, and the American Institute of Certified Public Accountants.