About Our Pooled Trust Team

About Our Team

SHANNON MATTOX – STATE DIRECTOR, THE ARC GEORGIA

I come to you from Milwaukee, Wisconsin, where I was a dedicated parent advocate, a member of the Wisconsin Board for People with Developmental Disabilities, a member of the Department of Public Instruction Special Education Council, a member of Independence First’s Long-Term Care Committee, and a Special Education Liaison Volunteer with Milwaukee Public Schools. It is my honor to work alongside other dedicated members of the community and bring my passion to serve in the disability movement to the great state of Georgia.

I also seek to continue engaging with The Arc Georgia’s existing relationships, while building new valuable relationships and bridges across the state.

 

 

teresawhitton-okp3klTERESA WHITTON, CFP®, CTFA – TRUST OFFICER

Teresa joined Southeastern Trust Company in April 2012. Southeastern Trust Company is the Operating Trustee for FOSC Tennessee Pooled Trust. Prior to joining Southeastern Trust, Teresa spent twenty years in Personal Trust and Trust Real Estate at SunTrust Bank, including managing a trust team in Chattanooga. Ms. Whitton also serves as a Trustee for GA Pooled Trust. She is a graduate of Middle Tennessee State University and the ABA National Graduate Trust School. Teresa has extensive experience in Special Needs Trusts and Trust Real Estate.

 

 

gaildavis-z39oi0GAIL DAVIS – TRUST SPECIALIST

Gail joined Southeastern Trust Company in July 2014. She has over a decade of experience in trust and estate administration, including managing real estate held in trust. As a member of the Southeastern Trust team, Gail helps serve clients of FOSC Tennessee Pooled Trust as well as Georgia Pooled Trust. She is a graduate of the University of Tennessee at Chattanooga and is currently pursuing her CTFA.