Maureen A. MacIver, CRSP, CISP
Managing Director and Partner
Maureen MacIver brings over 30 years of experience as a professional fiduciary to Cary Street Partners. She is a designated Certified Retirement Services Professional (CRSP) and a Certified IRA Services Professional (CISP). Maureen joined Cary Street Partners in June of 2011 and is the Managing Director of the Johnson City, Tennessee office from which she serves clients in the Northeast portion of the state. She also shares her expertise in insurance and trust planning services with clients of all Cary Street Partners offices throughout the Southeast.
Prior to joining Cary Street Partners, Maureen served as the Regional Director, Wealth Management Group and Senior Vice President of First Tennessee Brokerage where she was responsible for the management of all retail investment, life insurance, trust and financial planning activities. Under her leadership, assets under advisement grew to over $1.3 billion.
For 13 years, Maureen worked for First Tennessee Bank where she was the Vice President and Trust Sales Officer before being promoted to Senior Vice President and Trust Manager. Before joining First Tennessee Bank, Maureen was the Vice President and Senior Client Services Officer for American Trust Company of Hawaii, Inc. for 11 years.
For Maureen, the decision to join Cary Street Partners was about joining a firm filled with seasoned professionals possessing expertise in all areas of wealth management. It was about joining an organization that celebrates the passion and commitment she has for serving clients for a lifetime; and preserving their wealth and legacy for generations to come.
Maureen attended the University of Alabama and Hawaii Pacific University. She and her husband, two daughters and two grandchildren live in Johnson City. She is the past Chairperson of Mountain States Health Alliance Board, Chair of the Investment Committee for the Mountain States Health Alliance, Investment Chair of the Sequoya Boy Scout Council and serves as a Board Member of the Smyth County Community Hospital.
Trust administration and a broad range of personal trust services are provided through referral arrangements with unaffiliated trust providers. Cary Street Partners LLC’s Financial Advisors and our financial and estate planners will work with you and your other tax and legal professionals to help you understand your estate planning options.
Individual Wealth Management Team
Tel: 423.328.1971
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