As a Senior Trust Officer, I leverage my extensive experience in fiduciary management to provide exceptional service and strategic guidance to clients. My dedication to serving clients with complex trust and estate needs means that each trust is administered with the utmost integrity and tailored solutions are delivered to meet each client’s unique financial goals.
My Experience
I have over thirty years of experience in trust and investment management, primarily advising high-net-worth individuals and families on estate and tax planning. Before joining Fiduciary Trust International, I worked at Bank of America Private Bank, Wells Fargo, and Truist, where I focused on serving high-net-worth individuals and institutions. My career has included roles in relationship management and trust officer positions, contributing to a deep expertise in crafting and implementing complex financial strategies.
Education
- UNC at Chapel Hill
- Cannon Financial Institute Trust Management School
- American Bankers Association National Graduate Trust School at Northwestern University
Financial Credentials
- Certified Trust and Fiduciary Advisor (CTFA)
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!