Beth is Pendleton Square’s Senior Trust Manager and has earned the Certified Trust and Financial Advisor (CTFA) designation. As Senior Trust Manager, Beth serves not only as a Trust Officer working with clients but is also a member on the Company’s trust committees and is active with operations oversight. She has been a trust professional in the Memphis area since 1998, working with individuals, families and professional advisors across the Southeast and elsewhere.
Beth began her trust career with AmSouth Bank, which later became Regions Bank via a merger. After leaving Regions, she assisted with the startup of two non-depository trust companies prior to joining Pendleton Square. In addition to her years working in trust institutions, Beth has also completed three-year trust programs at both the Southern Trust School and Cannon Financial Institute.
Beth is a native of West Tennessee and when not working, she enjoys spending time with her family and pets, cooking and enjoying fellowship with friends. She has a passion for mission work with her church, supporting St. Jude Children’s Research Hospital and working with animal shelters.
Get in Touch