Jack Davidson serves wealth management and personal trust clients by listening to their needs, proposing solutions, and helping them implement sound financial advice. He works with his colleagues by coordinating resources and equipping them with the tools they need to serve their clients’ best interests.
Jack is also a part of TTC’s Tax Team, Business Development Team and Leadership Team. He serves on the Personal Trust Committee, which oversees administrative procedures for the personal trust and wealth management teams, and the Investment Committee, which manages and reviews the investment selections for TTC clients.
Since 2004, Jack has worked in tax and financial planning, investment management and trust administration. Jack holds a B.S. degree in Business Administration and Master’s Degree in Accounting from the University of Tennessee. He is a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA).
Jack is a Board Member for Knoxville Estate Planning Council, past Treasurer of Nucleus Knoxville, and a member of Tennessee Society of CPAs. He was an Honors Graduate of Cannon Financial and recognized in Knoxville Business Journal’s 40 under 40. Jack currently serves as Treasurer of the Knoxville Fellows Program and is a member of Cedar Springs Church.