text

LOCAL · PERSONAL · FLEXIBLE

Tallahassee National Bank, through its financial services arm, TNB Financial Services, has national trust powers, which allow us to serve as Trustee for any type of trust, anywhere in the United States. We faithfully administer the trust per the terms of the document while acting in the best interest of our clients in every decision we make.

CORPORATE TRUSTEE

TNB Financial provides a comprehensive approach to fiduciary services. We strive to provide fiduciary services in a more flexible and responsive manner. We can serve in several ways, including Trustee, Co-Trustee, Directed Trustee, and Personal Representative or Executor.

DIRECTED MANAGER TRUSTS

Are you in need of a responsible and knowledgeable Trustee but already have a dedicated investment advisor? At TNB Financial, we will gladly team up with your existing advisor to create your desired combination of investment management and trust administration. Our flexible approach allows us to faithfully administer your trust while giving your advisor the freedom to manage your assets according to your goals and objectives.

Caroline Wight Donaldson, Esquire
Trust Officer

A Thomasville native, Caroline received her Bachelor of Arts degree, with honors, from Washington & Lee University in 1992 and her law degree, also with honors, from The University of Georgia. Caroline practiced law and worked in the legal industry for years before moving to Seattle, WA, the Bay Area of California, and Northern Virginia, where she held many community leadership roles in schools and philanthropic organizations. She is happy to back in her hometown and honored to be utilizing her law degree to help her trust and estate clients at TNB Financial. Caroline appreciates TNB Financial’s national trust powers which allow her to service clients all over the United States. Outside of work, Carolne stays busy with her four children, and her sweet Australian Labradoodle, Georgia.

Caroline Donaldson