In the Community

EOS Rollout with ONST Trust Officers

This week, Old North State Trust did a team building exercise with our Trust Officers in the initial rollout of our EOS (Entrepreneurial Operating System) model. This system consists of 6 key components that will help our organization and team members to continue offering great services to our professional partners and clients.

2024 North Carolina Bank Directors Assembly

Old North State Trust team members, Denis de St. Aubin, Tammy Sharpe, and Nick Matthews attended the 2024 Bank Directors Assembly March 4th and 5th in Raleigh, NC. They were able to connect, train, and learn from other partners in the banking industry.

2024 Elder & Special Needs Law Symposium

Old North State Trust was a sponsor for the 2024 Elder & Special Needs Law Symposium on February 22nd & 23rd in Greensboro, NC. The purpose of the symposium is to give our team members and other professionals the opportunity to learn about laws and changes on various topics which Old North State Trust can relay to other team members and clients.

Old North State Trust in the Community

Our Greensboro, Lexington and Siler City team members enjoyed served together November 1st, 2023, at Victory Junction. What a great place with a mission to enrich the lives of children with serious illnesses by providing life-changing camping experiences that are exciting, fun and empowering, at no cost to children or their families!

45th Annual Duke University Estate Planning Conference

This year, Old North State Trust was a Silver Sponsor at the 45th Annual Duke University Estate Planning Conference held on October 19th and 20th. Regina Johnson, Spence Evans, and Tammy Sharpe attended and reconnected with many friends of Old North State Trust, as well as making new connections. Our team learned valuable information at the conference that will help them in serving their clients and their trust needs to carry out their legacies.

ONST’s Newest Office Location in Mooresville, NC

Last night, Old North State Trust celebrated the opening of our newest office location in Mooresville, NC. We are excited to serve our clients and professionals in the area.

The Family Room

Old North State Trust participated in the community with The Family Room Triad, a non-profit that provides supplies to families and the children in their care. ONST helped organize the donated supplies in their ‘kid’s consignment store’ where foster families can select the items they need for child placement.

Legacy Training

Old North State Trust hosted a Legacy Planning Training for our Trust Officers and Relationship Managers from across the state in Greensboro in August. The purpose of the training was to equip them with resources to fulfill the Old North State Trust mission of helping families create and enrich their legacy for generations to come. Our team walks beside clients as they clarify their family values, develop a family mission statement, and organize their legacy plans.

Greensboro Chamber

Old North State Trust is a proud member of the Greensboro Chamber of Commerce. Several members of our team enjoyed the “State of the Community” luncheon in August. It was exciting to hear about the great things going on in companies and organizations in our community.