Southeastern Trust Team

BART ROLEN, CTFA – MANAGING DIRECTOR

Bart joined STC in January 2012. Prior to STC, Bart spent his career in trust administration at SunTrust Bank, including managing trust teams in Chattanooga and Nashville. He holds a B.B.A. in finance from the University of Georgia and an M.B.A. from the University of Tennessee at Chattanooga. Bart is also a graduate of the ABA National Graduate Trust School.

TERESA WHITTON, CFP, CTFA – TRUST OFFICER

Teresa joined STC in April 2012. Prior to STC, Teresa spent twenty years in Personal Trust and Trust Real Estate at SunTrust Bank, including managing a trust team in Chattanooga. She is a graduate of Middle Tennessee State University and the ABA National Graduate Trust School. Teresa has extensive experience in Special Needs Trusts and Trust Real Estate.

ROBERT FELL, JD - TRUST OFFICER

Robert joined Southeastern Trust in January 2016 from Wilmington Trust. He has over fifteen years of experience in trust administration and estate planning. Robert earned an undergraduate degree from the University of South Alabama and a law degree from the University of Mississippi. Robert serves the Atlanta area from our office in Buckhead.

ALBERT SECOR, JD, LLM – TRUST OFFICER

Al joined STC in November 2014. He has over forty years of experience in both private practice and banking, specializing in tax and estate planning and administration. Al received both accounting and law degrees from Emory University, and a Masters of Law in taxation from New York University. Al has extensive experience in Asset Protection Trusts, Conservatorships and Guardianships.

GAIL DAVIS – TRUST SPECIALIST

Gail joined STC in July 2014. She has over a decade of experience in trust and estate administration, including managing real estate held in trust. Gail is a graduate of the University of Tennessee at Chattanooga and is currently pursuing her CTFA.

DEBBIE FRANK, CSOP – TRUST OPERATIONS MANAGER

Debbie has been with STC since its inception in 2004. She has nearly thirty-five years of experience in trust and investment operations and is a graduate of the Southern Trust School.

LINDA RICHARDSON, CFIRS – TRUST COMPLIANCE OFFICER

Linda has been with STC since its inception in 2004 and has over twenty years of experience in trust and estate administration. She obtained both a B.B.A. and an M.B.A. from the University of Tennessee at Chattanooga.

Joni joined Southeastern Trust in October 2015. She handles all aspects of the new account opening process as well as transfers and distributions. Joni holds a B.B.A. in Marketing from the Unversity of North Alabama.

KRISTIN BELL, CFA - PORTFOLIO MANAGER

Kristin Bell joined Southeastern Trust in May 2015 as Vice President and Portfolio Manager. Kristin came to STC with more than seventeen years experience in investment related analysis, trading, and portfolio management, including roles at Unum Group, Wachovia Bank, and Fidelity Investments.

Kristin holds a B.A. in Psychology from Wheaton College as well as the Chartered Financial Analyst designation. She has previously served on the board of St. Peter's Episcopal School and as Treasurer for the Thrasher School PTA Executive Board.

ROBERT CLARK, CFA, CFP - PORTFOLIO MANAGER

Robert joined STC in November 2012. He has over a decade of experience in wealth management and has held a number of roles within super-regional financial institutions. Robert holds both the Chartered Financial Analyst designation as well as the Certified Financial Planner designation. He obtained his M.B.A. from Wake Forest University, is a graduate of the U.S. Naval Academy and spent five years as a Naval Officer. Robert is a member of the East TN Society of Financial Analysts.