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Independence Trust Names Redden President, Bartlett Becomes CIO

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Independence Trust Names Redden President, Bartlett Becomes CIO

Founded in 1997 with a single account, Independence Trust has grown to become one of only a handful of nationally chartered independent trust companies in America. Now, the firm’s Board of Directors has named two longtime key staff members, Greer Redden and Marshall Bartlett, to lead the company as founder Marcia Williams remains in the role of Board chair. Redden is now the company’s President, and Bartlett is Chief Investment Officer.

“This transition has been carefully planned over a period of years, and we were very fortunate to have both Greer and Marshall to assume full responsibility for day-to-day operations,” said Independence Trust Board Member Ernie Bacon. “Marcia will remain chair of our Board of Directors, but she will now focus the bulk of her time and talents on her volunteer work with the Heifer Foundation and Wilderness Watch, and on enjoying travels with her husband, Dr. Jerome Walker.”

As part of the transition, Redden and Bartlett have also joined the company’s Board of Directors and will be leading Independence Trust into the future. Based in historic downtown Franklin, the company provides financial services to individuals, families and institutions, with highly personalized trust and investment management as a hallmark.

“We offer a full spectrum of investment management and trust services, built on long-standing relationships and a comprehensive approach,” said Marshall Bartlett, the company’s Chief Investment Officer. “Independence Trust is not affiliated with any proprietary product, bank or brokerage – we work with clients to develop a plan that provides solutions oriented to their unique situations.”

Redden says that Independence Trust is poised for continued growth, but not simply for growth’s sake.

“Last year was particularly strong, but our focus is always on the fundamentals,” Redden said. “For us, growth is about building upon existing relationships and establishing new ones by delivering a high level of service and exceeding expectations.”

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