Experience

Zell Law

• United States
• Law Practice
• 1 - 100 Employee

• Director, Estate Planning

  • Jun 2021 - 2 years 7 months

  Savannah, Georgia



Self-employed

• Real Estate
• 1 - 100 Employee

• Fiduciary Consultant

  • Jan 2017 - 7 years

  Savannah, Georgia Experienced fiduciary manager with over thirty years experience in estate planning, wealth management and financial planning



AAFMAA Wealth Management LLC

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President and Chief Fiduciary Officer

  • Jul 2012 - Dec 2016

  Winter Park FL Chief Fiduciary Officer for Financial Planning, Investment Management and Trust Administration services for members of the American Armed Forces Mutual Aid Association (AAFMAA), an organization providing insurance and survivor assistance services for active duty and retired personnel of any of the United States Armed Forces



Wells Fargo Private Bank

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President/Senior Wealth Planning Strategist

  • Aug 2010 - Jul 2012

  Washington DC Work with each client's relationship manager to determine the best action plan and priority for client needs based on goals, objectives and current situation. Work with other members of the financial planning team to develop comprehensive client solutions with a special emphasis on the most complex and sophisticated planning situations.



HSBC Private Bank

• Financial Services
• 1 - 100 Employee

• Senior Vice President

  • 2007 - Mar 2011

  Senior Wealth Planner, supporting private bank relationship managers and their clients throughout the US, including cross border planning for multi-national families



Citigroup

• United States
• Financial Services
• 700 & Above Employee

• Trust & Estate Counselor, Private Bank

  • 2002 - 2007

  New York NY



US Trust

• United States
• Financial Services

• Business Development Officer/Fiduciary Planning Manager

  • 1999 - 2002

  New York NY



Republic National Bank

• Banking
• 1 - 100 Employee

• Estate Planning & Philanthropic Services

  • 1994 - 1999

  New York NY



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• LTJG

  • 1972 - 1975

  Active duty at FOCCPAC, Kunia HI and MSCLANT, Brooklyn NY