Whitney Schwartz

Senior Vice President Senior Trust Advisor

As an integral part of the client’s wealth management team, Whitney helps high net worth clients manage their generational wealth and pursue their goals by identifying wealth planning opportunities involving trusts, insurance, and tax-driven and asset protection entity structures. She oversees the implementation of comprehensive financial and estate plans. Whitney maintains current knowledge in fiduciary laws, taxation and other laws that concern clients’ planning and serves as a resource and fiduciary consultant to her clients.