Leading Trust and Estate Administrator Megan Warman Joins Midwest Trust

eTradeWire News/10761214
Midwest Trust expands to Columbus by recruiting top, local talent.

COLUMBUS, Ohio - eTradeWire -- Megan Warman, one of the leading professionals for complex trust and estate administration in Ohio, recently joined Midwest Trust as Vice President, Trust Administrator.

With 18 years of experience guiding high-net-worth individuals and families, Warman brings a wealth of knowledge, expertise, and experience.

"I'm thrilled to join Midwest Trust and put my experience to work for Columbus families," said Warman. "The company's commitment to collaboration and client-first service perfectly aligns with my values, and I'm confident we can make a real difference for generations to come."

"Megan's arrival strengthens our Columbus team," said David Yost, Midwest Trust President. "Her business acumen and expertise in complex trust structures are unparalleled, and her dedication to personalized service resonates deeply with our clients."

More on eTradeWire News
Prior to joining Midwest Trust, she served as a trust officer at Park National Bank and FirstMerit Bank managing trust, estate, and investment accounts for high-net worth individuals. Warman is a member of the Columbus Estate Planning Council, Worthington Estate Planning Council, Columbus Bar Association, Ohio State Bar Association, and Society of Financial Professional Services.

Warman received a Bachelor of Arts from Clemson University, and a Juris Doctorate from The University of Akron Law School. She is a Certified Trust and Fiduciary Advisor (CTFA) from the American Bankers Association.

"As Columbus families increasingly grapple with complex wealth management and generational transfer, Megan's arrival positions Midwest Trust at the forefront of providing tailored solutions. Her expertise spans not only intricate trust structures but also the nuanced needs of local individuals, families, and businesses," added Yost.

Midwest Trust expanded into Columbus several years ago and opened an office by recruiting local talent with trust administration and management, and estate planning experience. Founded in 1993 and with headquarters based in Overland Park, KS, Midwest Trust operates 11 offices nationwide, strategically positioned to serve clients across the country by managing more than $10 billion in assets under administration with 73 trust professional associates. During the past year, Midwest Trust has expanded into new markets that include Wichita, KS; Nashville, TN; Omaha, NE; and Vancouver, WA.

More on eTradeWire News
About Midwest Trust

For more than 30 years, Midwest Trust, a nationally known, independent, state-chartered trust company, has built a reputation as a trusted partner for clients seeking expert guidance in defining and achieving their financial dreams. Midwest Trust's team of seasoned trust professionals' partner with clients' accountants and attorneys to provide a personalized approach to wealth management tailored to each client's unique needs and goals. To learn more, please visit https://www.midwesttrust.com/.

Contact
Ann Marie Mayuga
***@gmail.com


Source: Midwest Trust
Filed Under: Financial

Show All News | Report Violation

0 Comments