The Trust Company welcomed Preston to the Manhattan office in 2018. He works with individuals, businesses and institutional clients to establish and execute wealth management plans.Prior to joining…
Read more
Katie Seay (pronounced “See”) is the President & Director of Wealth Management. In this role, she oversees all areas of client service, investments, and marketing/business development. A…
Our advisors are passionate about helping people achieve financial peace of mind. Contact us today to get the conversation started.
Contact Us Today