Stephen Johnson Email & Phone Number

Jacksonville, Florida, United States

Jacksonville, Florida Area

Provided Trust administration and relationship management to a book of over 200 Trust accounts. Partnering with Investment Advisors to create investment strategies for complex Trust clients. Have been instrumental in establishing and building the very first Trust administration team for Deutsche Bank in Jacksonville. Further, have been entrusted to ensure all accounts are compliant with current Patriot Act and German Supervisory Regulations.

Jacksonville, Florida

Provided comprehensive wealth management to a book of over 250 Trust clients through account administration, estate planning, and financial & tax planning. Ensured all accounts were in proper compliance with internal policies as well as fiduciary laws and regulations. Joined with Portfolio Managers to develop investment strategies that met the needs of very complex and diverse Trust clients. Partnered with over 100 Financial Advisors to provide excellent service of current relationships along with identifying opportunities to grow the business.

Provided comprehensive wealth management to a book of clients by assisting them with current administration, financial & tax planning, and estate planning, all as the main point in contact. Ensured proper compliance with fiduciary duties, laws, regulations, and policies. Facilitated sales process through expansion of existing relationships, networking with existing client referrals and local attorneys, and partnering with internal associates. Also doubled as primary support for other SVP TRO on team. Served as Summer Intern Peer Coach for four consecutive years.