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Jack S. Davidson, CFP®, CPA

Chief Strategy Officer


Jack S. Davidson works with business owners and families to determine their financial future. He helps his clients navigate an assortment of options and priorities to develop financial plans that address any concerns and provide security and peace of mind. Jack also handles estate plans and succession plans.

He leads the Personal Trust Committee, which oversees the administration of personal trust and wealth management teams, and the Succession Planning team, which helps business owners and charities continue services to their communities.

Since 2004, Jack has advised clients in the areas of tax and financial planning. He joined The Trust Company of Tennessee in 2012 and also advises clients in investment management and trust administration.

Jack earned a Bachelor of Science degree in business administration and a master’s degree in accounting from the University of Tennessee. He is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA).

He serves as a board member for the Knoxville Estate Planning Council and as a UT Chancellor’s Associate. He formerly served the Knoxville Fellows program as chairman and Nucleus Knoxville as treasurer. Jack earned recognition in Knox.biz’s 40 Under 40 class in 2016 and is a member of Leadership Knoxville’s Class of 2019.


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