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The Trust Company

The Trust Company of Sterne Agee, Inc. is staffed by professionals with extensive industry experience delivering advanced investment management, trust, estate, and retirement planning solutions. We offer a comprehensive service model incorporating a portfolio management discipline that focuses on protecting and preserving client assets, meeting current and future income needs, and providing for the distribution of wealth to future generations.

W. A. (Trey) Ruch, III, CIMA®
President and Chief Executive Officer, The Trust Company of Sterne Agee, Inc.,

Mr. Ruch has served as an Executive Managing Director and Head of Asset Management for Sterne Agee Group since 2005. He also serves on the Board of Directors and Executive Committee of the Holding Company.

Mr. Ruch presently functions as President and CEO of Sterne Agee Investment Advisors, Inc. and the Trust Company of Sterne Agee, Inc. He also serves as Vice-Chairman and CEO of Sterne Agee Asset Management, Inc. Mr. Ruch also oversees the Training and Professional Development Group within his firm.

Prior to joining Sterne Agee, Mr. Ruch served as President and/or Chairman of another regional broker/dealer Trust Company from July 1995 to September 2002, and served concurrently as Managing Director of its Financial Services Group from 1997-2005. Mr. Ruch is a Certified Investment Management Analyst (CIMA). He holds the Series 7, 9/10, 63, 65, and 24 licenses.

 

Offices

Alabama

Birmingham - The Trust Company
800 Shades Creek Parkway, Suite 125
Birmingham, Alabama 35209

Trey Ruch, CEO
P) 205.414.3300
     800.621.8630

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Charlotte
Four Resource Square
10735 David Taylor Drive, Suite 140
Charlotte, North Carolina  28262

Trust Office
Brenda Van Valen, Manager
P) 704.547.0789
F) 704.547.9643
     800.203.5321

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