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As a wealth management client, you have grown your resources substantially through careful assessment and calculated decision making.  As you continue to plan for the future, your thoughts may naturally turn towards preserving your assets for future generations.  As you make preparations, we invite you to investigate the local trust options Georgia Bank & Trust offers.

As the only fully local trust operation in the Augusta area, we have the resources readily available to meet all of your estate and trust administration needs. We are experts in financial management with proven results.  Our objective is to maintain and maximize your wealth and to help you secure your financial legacy well into the future. Below is a brief overview of our services.  For a more detailed description of our services or to set up a meeting with one of our Trust professionals, call us at
(706) 739-1080.

Asset Management

We use a consultative approach to determine appropriate asset allocation (mix of stocks and bonds). We provide a full range of portfolio management services utilizing individually managed securities and mutual funds. We have established advisory relationships with superior investment managers such as:

  • Federated Investors
  • Fidelity Advisor Funds
  • Reliance Trust
  • Sit Investment Associates
  • T. Rowe Price
  • Vanguard
  • WestEnd Advisors

Estate Settlement

By selecting Georgia Bank & Trust you are choosing an unbiased third party committed to assuring the fulfillment of every detail of your will or trust. Estate Settlement services include:

  • Gathering and safe keeping of estate assets
  • Notifying creditors and paying valid debts
  • Keeping records for probate court and/or beneficiaries
  • Determining liquidity needs
  • Distributing asset(s) to beneficiaries
  • Filing of tax forms

Trust Administration

We can guide you in the development of a well-designed plan and will assist you with implementation by opening and administering your account—locally. Periodically we will review your plan to ensure that it continues to meet your needs and unique circumstances. Also, because we are the only bank in Augusta with a fully local Trust department, we can meet with you as often as you would like to assess your accounts. We are readily available for your convenience and we offer our experience in handling a variety of Trust options including:

  • Revocable Living Trusts
  • Testamentary Trusts
  • Irrevocable Life Insurance Trusts
  • Gifting Trusts
  • Agency Accounts
  • Custodial Accounts

Charitable Trusts and Endowments

Investment and trust administrative services for:

  • Non-profit organizations
  • Charitable trusts
  • Charitable family entities

Annual gift consulting services include:

  • In kind security selection and delivery
  • Value calculation
  • Coordination with accounting professional

Consulting and coordination with other estate planning techniques.

Meet our Experienced Team:

Click here to view Chuck Thompson's bio! Charles B. Thompson, III
Senior Vice President and Trust Officer
706-739-1081
cthompson@georgiabankandtrust.com

Click on picture for biography.

Click here to view Carrie Hodge's bio! Carrie T. Hodge
Vice President and Trust Officer
706-481-1007
chodge@georgiabankandtrust.com

Click on picture for biography.

Click here to view David Hogg's bio! David J. Hogg, Jr.
Vice President, Wealth Management Relationship Manager
706-739-1085
dhogg@georgiabankandtrust.com

Click on picture for biography.

Click here to view Ann Cooper's bio! Ann Cooper
Trust Associate
706-739-1788
acooper@georgiabankandtrust.com

Click on picture for biography.

Click here to view Linda Faulkner's bio! Linda Faulkner
Trust Associate
706-739-1083
lfaulkner@georgiabankandtrust.com

Click on picture for biography.

Click here to view Sondra Lunceford's bio! Sondra Lunceford
Trust Associate
706-739-1080
slunceford@georgiabankandtrust.com

Click on picture for biography.

 

Investment and insurance products are:
Not FDIC InsuredNot Bank GuaranteedMay Lose Value
Not a Bank DepositNot Insured by Any Federal Government Agency

 

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