Southeastern Trust Team
Jonathan B. “Bart” Rolen
Chief Executive Officer
Mr. Rolen serves as the CEO of Southeastern Trust. He was the Executive Vice President and Head of Private Client Services for Atlantic Capital Bank since October 2015, when FSG Bank merged into Atlantic Capital.
Prior to the merger, Mr. Rolen served as Executive Vice President and Director of Wealth Management for FSG Bank since January 2012. Before joining FSG, he had spent his career in Private Wealth Management for SunTrust Bank, most recently serving as Group Vice President managing personal trust teams in Chattanooga and Nashville, TN.
Mr. Rolen earned an undergraduate degree in Finance from the University of Georgia’s Terry College of Business and an M.B.A. from the University of Tennessee at Chattanooga. He is a Certified Trust Financial Advisor and is a graduate of the ABA National Graduate Trust School.
Teresa Whitton, CFP, CTFA
Teresa joined Southeastern Trust in April 2012. Prior to Southeastern Trust, Teresa spent twenty years in Personal Trust and Trust Real Estate at SunTrust Bank, including managing a trust team in Chattanooga. 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.
Robert Fell, JD
Robert joined Southeastern Trust in January 2016 from Wilmington Trust. He has over fifteen years of experience in trust administration and estate planning. Robert earned an undergraduate degree from the University of South Alabama and a law degree from the University of Mississippi. Robert serves the Atlanta area from our office in Buckhead.
Gail joined Southeastern Trust in July 2014. She has over a decade of experience in trust and estate administration, including managing real estate held in trust. Gail is a graduate of the University of Tennessee at Chattanooga and has earned the CTFA designation from the Institute of Certified Bankers.
Rhonda became a member of the Southeastern Trust team in 2017. She has more than 18 years of office management experience focusing on accounts receivable and payable along with seven years in the nursing field. Her background and work experience combined make her a valuable addition to the Special Needs Trust team, where she is able to assist with the administration and care coordination of clients as well as assist beneficiaries with government benefits programs. Rhonda’s training has special emphasis on Hospice and Alzheimer’s care.
Trust Operations Officer
Wendy joined Southeastern Trust in November 2016, bringing with her 22 years of banking experience in various capacities. She worked most recently as Bank Officer for the Compliance and Bank Secrecy Act Departments of Atlantic Capital. Wendy has earned her Bank Operations Diploma from the American Bankers Association and is an accredited Certified Anti-Money Laundering Specialist.
Debbie Frank, CSOP
Debbie has been with Southeastern Trust since its inception in 2004. She has nearly thirty-five years of experience in trust and investment operations and is a graduate of the Southern Trust School.
Linda Richardson, CFIRS
Linda has been with Southeastern Trust since its inception in 2004 and has over twenty years of experience in trust and estate administration. She obtained both a B.B.A. and an M.B.A. from the University of Tennessee at Chattanooga.
Kristin Bell, CFA
Kristin Bell joined Southeastern Trust in May 2015 as Vice President and Portfolio Manager. Kristin came to Southeastern Trust with more than seventeen years experience in investment related analysis, trading, and portfolio management, including roles at Unum Group, Wachovia Bank, and Fidelity Investments. Kristin holds a B.A. in Psychology from Wheaton College as well as the Chartered Financial Analyst designation. She has previously served on the board of St. Peter’s Episcopal School and as Treasurer for the Thrasher School PTA Executive Board.
Robert Clark, CFA, CFP
Robert joined Southeastern Trust in November 2012. He has over a decade of experience in wealth management and has held a number of roles within super-regional financial institutions. Robert holds both the Chartered Financial Analyst designation as well as the Certified Financial Planner designation. He obtained his M.B.A. from Wake Forest University, is a graduate of the U.S. Naval Academy and spent five years as a Naval Officer. Robert is a member of the East TN Society of Financial Analysts.
1 Union Square, Suite 600
Chattanooga, TN 37402