Tanequa Davis - Peak Trust Company

Tanequa Davis brings more than 19 years of financial services experience to her role as a Fiduciary Officer at Peak Trust Company. She is responsible for administering trust accounts and maintaining strong relationships with clients, beneficiaries, and their advisors. Tanequa approaches her work with a commitment to sound judgment, responsive service, and careful attention to each trust’s governing documents and administrative requirements.

Her responsibilities include reviewing trust documents, coordinating transactions and distributions, and assessing account activity for potential risks. She works with Peak’s tax, legal, and operations teams to address complex matters and fulfill ongoing fiduciary obligations. Tanequa also provides guidance to junior members of the fiduciary team, sharing her knowledge to support consistent administration and professional development.

Before joining Peak, Tanequa served as a Trust Officer at a national financial institution, where she administered complex trust and probate accounts. She collaborated closely with clients, legal professionals, and internal partners to carry out fiduciary responsibilities with accuracy and care. Her career also includes roles as a Senior Client Associate and Branch Manager, through which she developed expertise in relationship management, account administration, risk management, and team leadership.

Tanequa holds an associate degree in Business Administration from Southern New Hampshire University. Her combined experience in trust administration and banking gives her a broad understanding of the technical and service needs involved in managing client accounts. Known for her attention to detail and commitment to client service, she brings practical experience, professionalism, and a collaborative approach to Peak’s fiduciary team.

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