Ann Grimaldi Email & Phone Number

Trust AssociateOctober 2019 – PresentLocationCincinnati, OHJohnson Trust Company is an Ohio-chartered trust company providing highly-personalized, sophisticated trust services for individuals, charitable organizations, endowments, foundations, and retirement plans. Our professionals identify issues or challenges in your estate planning of which you may be unaware. We work in concert with your attorneys and other advisors to make sure your estate plan is truly customized and… Show more Trust AssociateOctober 2019 – PresentLocationCincinnati, OHJohnson Trust Company is an Ohio-chartered trust company providing highly-personalized, sophisticated trust services for individuals, charitable organizations, endowments, foundations, and retirement plans. Our professionals identify issues or challenges in your estate planning of which you may be unaware. We work in concert with your attorneys and other advisors to make sure your estate plan is truly customized and implemented, accounting for all aspects of the vision you have for your future and your family. Johnson Trust Company is a subsidiary of Johnson Investment Counsel, Inc. This unique combination allows us to strategically integrate the private trust services of Johnson Trust Company with the offerings of Johnson Wealth Management, Johnson Family Office Services, Johnson Asset Management, as well as the services of the Johnson Charitable Gift Fund — a public charity qualified by the IRS to receive fully tax-deductible charitable gifts. Johnson Investment Counsel has steadily grown to become one of Ohio’s largest independent wealth management firm, currently serving clients in 47 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Show less