YOUR VISION. YOUR LEGACY. OUR EXPERTISE.

Old North State Trust (ONST) focuses on growing wealth and preserving legacies by building and maintaining relationships with our clients and other professionals we partner with, such as attorneys and CPA’s. We put our clients first by listening and providing creative solutions to meet their needs. ONST specializes in Trust Services, Trust Administration, Estate Settlement, and Investment Management.

Learn More

We've Dedicated Years To Helping Families

A Note from our
Founder and CEO

As I entered the financial industry in the early 1990s, I wanted to create a customer-centric company with an employee culture based on honesty, integrity, and exceptional customer service. With these three main objectives in mind, Old North State Trust acts in the best interest of our clients to manage their assets with a fiduciary responsibility to them with comprehensive, objective financial advice. Our employees are dedicated to our clients and to the communities we serve.

 

DENIS R de ST. AUBIN – FOUNDER, CEO

Our History

1994

Denis de St. Aubin founded a Registered Investment Company, Heritage Investments, in Siler City, North Carolina.

Our History

1995

Expanded the investment company office locations to add Wilmington, NC.

Our History

2004

Became a registered Trust Company, receiving its banking charter from the NC Banking Commission

Our History

2005

Opened the Rocky Mount, NC office then moved to Greenville, NC location in 2009.

Our History

2016

Old North State Trust Acquires NewBridge Bank Trust Department and adds Lexington, NC. office.

Our History

2017

Old North State Trust moves the corporate office from Siler City, NC to Greensboro, NC.

Our History

2018

Old North State Trust receives its banking charter in the state of Tennessee.

Our History

2019

Old North State Trust receives its banking charter in the state of Georgia.

Our History
investment management in greensboro - Financial advisors

The Trusted Corner

Our Services

Personal Trust Services

Our team has the knowledge, experience, and resources to administer trusts objectively while keeping in mind the wishes of the creator of the trust and the needs of the beneficiaries.

Asset Management

As fiduciaries, we create and manage tailored investment strategies based on robust research, a disciplined process, and clients' goals and objectives.

Retirement Planning

Providing advisory services for company retirement plans. Additionally, our team manages and oversees individual retirement accounts for long-term financial security.

Estate Administration

Our team has the knowledge, experience, and resources to administer trusts objectively while keeping in mind the wishes of the creator of the trust and the needs of the beneficiaries.

Legacy Planning

With a story built on legacy, ONST works with families to create a personalized, dynamic guide to share values and transfer wealth to future generations.

Administrative Trustee

We serve as Administrative Trustees in partnership with investment advisors outside of Old North State Trust.

Chartered In:

North Carolina

Tennessee

Georgia