Wendy M. Swift, CTFA, ATFA

Director of Personal Trust

 

 

Wendy is a Vice President and Director of Personal Trust with First State Trust Company with over 20 years of experience in the industry. Wendy works directly with our financial advisor partners and clients to oversee your entire trust relationship and administration of your account, including discretionary distributions and tax related matters. Wendy is based in Delaware.

 

Wendy comes to us from Wells Fargo Bank, N.A. where she served as a Senior Fiduciary Administrator and Team Lead in the personal trust area. Wendy also worked with JP Morgan Trust Company of Delaware and UBS Trust Company. She holds her Certified Trust and Fiduciary Advisor (CTFA) and Accredited Trust and Financial Advisor (ATFA) designations. Wendy holds a Bachelor of Administration from the University of Delaware and a Master of Business Administration from Goldey-Beacom College.