As a Sr. Trust Advisor, I help high net worth families with complex trust management for multi-generational family wealth preservation. I bring twenty years of trust and estate experience, including previous law practice, to protect wealth for accounts over $10 million. In addition to a Trust Advisor, Truist clients are surrounded by a team of experts, such as Wealth Strategists who can assist with tax minimization and provide asset protection strategies to keep your hard-earned funds from… Show more As a Sr. Trust Advisor, I help high net worth families with complex trust management for multi-generational family wealth preservation. I bring twenty years of trust and estate experience, including previous law practice, to protect wealth for accounts over $10 million. In addition to a Trust Advisor, Truist clients are surrounded by a team of experts, such as Wealth Strategists who can assist with tax minimization and provide asset protection strategies to keep your hard-earned funds from potential future generations' divorces, bankruptcy and/or frivolous litigation. Truist's professional investment managers collectively manage $200 billion and assist your family to grow into and maintain wealth. Finally, we are especially proud of our Center for Family Legacy who work with you and your legal and tax advisors to create family unity, business succession, and financial education for the entire family. Call me today for a complimentary consultation. Show less

Trust Advisor covering Palm Beach County, Florida serving high net worth families in Private Wealth Management for trusts and estates. Provide corporate trustee and investment management services in a team environment for generational wealth.

Served as Chief Fiduciary Officer, reporting directly to the President / CEO, managing 30 reports in charge of overall strategic and operational direction of NASDAQ listed bank. Units reporting in were personal and institutional trust sales, administration, investments, and operations.

National Director of Personal Trust Administration in a delegated trust environment working with Ameriprise Financial Advisors.

Estate Planning, Probate, Business Succession and Estate Tax Preservation Law for high net worth families. Served on estate planning legislative committee, board of county legal periodical, and instructor for legal continuing education.