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Trust Company

Trust Company

Location - St. Louis, Mo.

What we do

The Trust Company provides the knowledge and experience of a large, national trust company with the relationship and service of our local branch network. We work alongside the Financial Advisor to assist clients in their financial matters. These include discretionary investment management and professional administration of trust terms as well as consolidation of income, expenses and tax reporting. Our teams of trust and investment specialists provide a depth and breadth of experience to meet even the most complex trust needs.

Departments include:

  • Business Development
  • Trust Administration
  • Estate Settlement
  • Trust Investments
  • Trust Operations
  • Insurance Solutions
  • Real Estate
  • Tax
  • Compliance and Legal

Where we are headed

Our efforts directly support the goals of increasing both assets under care and Clients Deeply Served by improving the resources and capabilities of our branch teams to deliver Trust solutions.

What we need

Many of our Trust Company team members are experts within their field and hold advanced degrees. Specialty areas include law, finance, tax, financial planning, real estate and business. Common certifications include JD, CPA, CFA, CFP, CTFA and CLU. 

Roles within the department include:

  • Trust Officer
  • Trust Specialist
  • Portfolio Manager
  • Business Development Consultant
  • Insurance Specialist
  • Real Estate Specialist
  • Accountant/Tax Specialist
  • Attorney/Fiduciary Office
  • Compliance Specialist

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