Trust Services

Safekeeping your assets today and for generations to come.

Trusts can play an important role in your overall financial plan, and you should feel confident that your trust is executed how you envisioned it.

That’s why Parsec Financial partners with National Advisors Trust Company (NATCO), an independent trust company whose primary responsibility is to ensure the safekeeping of your assets. Through NATCO, you receive a full range of trust solutions while maintaining the relationship and investment advice you have built with Parsec.

Whether you are in need of a corporate trustee today, or are making provisions in your will for a future trustee to manage your assets, NATCO brings independence and security to those it serves.

Speak with one of our financial advisors today:

Roger A. James, Jr., JD, CTFA, Partner & Director of Trust
(Asheville, NC)

Betsy Cunagin,
CFP®, CRPC®, Sr. Financial Advisor
(Asheville, NC)

Michael Baughman, CFP®, Sr. Financial Advisor
(Tryon, NC)

Michael J. Ziemer, CFP®, Partner & Sr. Financial Advisor (Charlotte, NC)

Charles Thompson, CFP®, CTFA, CEBS, RPA, CRPC®, Sr. Financial Advisor
(Asheville, NC)

Daniel Johnson III, CFP®, Sr. Financial Advisor
(Winston-Salem, NC)