TNB Financial Services

We all feel the weight of those experiencing loss and tragedy across Southeast as a result of the storm’s impacts. We cannot always understand why things happen, but we can be a part of what happens next. TNBFS is accepting donations of supplies and making a delivery to the Western, NC area this Saturday. Please drop off donated supplies to our office, 320 N. Broad St., between the hours of 8:00am – 5:00pm. We are accepting donations through this Thursday evening. We’ve been in contact with churches in Western NC and below is a list of supplies they need most. -Batteries -Diapers -Baby formula -Blankets -Canned food -Bug spray -Paper products -Salty snacks -Extension cords -Flashlights -Water -Hand sanitizer

Planning for your retirement is a journey that can begin whenever you start earning. The earlier you begin saving and strategizing, the more time your investments have to grow, ensuring a comfortable and fulfilling retirement. We can help you by mapping out an income plan to put you at ease and give you a clear picture of what to expect in retirement. We then manage your portfolio to meet your income needs and risk preference. Don’t wait- start now so you can secure your financial future and enjoy peace of mind as you age.

Did you know that Tallahassee, FL is the 5th fastest growing city in the U.S. according to the most recent U.S. Census data? It’s a good thing we have a great team there to keep up! Our office, newly built in 2021, is located just south of I-10 on Thomasville Road. We have experts in trusts, investments, and client services. See how we can meet your needs by learning more about our trusted Tallahassee staff: •Caroline Wight Donaldson, Esq.- Trust Officer •Will Ferguson- Financial Advisor •Barbara Pople, CFP, CPA- Financial Advisor •Randy Pople, CFP, AEP- Financial Advisor •Lindsey Finch- Client Support Administrator Visit our website, click on “Locations”, and select a brach to read each employees bios to learn more about their background, experience, knowledge in their field!

Understanding the nuances of the stock market and the economy can be daunting at first. Let us help you navigate it and take the guess work out. If you want to learn more, reach out to one of our knowledgeable advisors! They can break down what you need to know to get started then keep you educated and updated on the market along the way.

Did you know TNB Financial can help you with your business’s retirement plans? Because we have decades of experience with defined benefit and defined contributions plans, we understand the rigorous compliance and reporting requirements. We work closely with the plan’s Third Party Administrator to ensure accurate and timely exchange of information and plan compliance. Additionally, our dedicated team works directly with employees on an ongoing basis to service their accounts and advise on the benefits of saving for retirement. Call our office and speak with Caroline Holland for more information about how to get started!

Please join us in congratulating Trust Officer, Caroline Wight Donaldson, who graduated with Imagine Thomasville‘s Leadership Thomas’s 40th class! This program “fosters a network of leaders dedicated to community improvement through various leadership programs supported by graduates and local businesses. The goal is to identify, develop, and educate a diverse and inclusive group of leaders to drive economic prosperity in the Thomasville-Thomas County community.” We at TNBFS strongly believe in the importance of community involvement to support those who live and work alongside us. It is a privilege to celebrate the continuing education achievements of our team that allow us to improve our ability to best serve and support you! Also pictured is Melvin Hugans who was in the 39th graduating class and is TNB’s Community Reinvestment Office. Congratulations to Melvin as well!

TNBFS manages almost $4.5 billion in assets and has a presence in 5 states with 7 offices. It takes some sharp minds and a strong team to take that on. Our Operations team stays ready for the task so that everything runs smoothly and efficiently in order to continue servicing our clients in the best way possible. You can feel confident you’re in good hands from any angle at TNBFS! *not pictured- Nicole Byram who joined us earlier this year to work alongside Charity Knifer, Donna Whiddon, and Anne Pridgen on the operations team.

Our client services are the backbone of our success. We prioritize your needs with personalized, responsive support, ensuring trust and loyalty that set us apart. Your satisfaction drives our growth and commitment to excellence.

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Let the heat (and humidity) be the only thing that’s got you sweating this summer. From investments, to trusts, to retirement accounts, we’ve got you in good hands so you can focus on staying cool and having fun this season! 🌞