Anna C. Weyl Joins Members Trust Company as Senior VP of Wealth Management

Members Trust Company Welcomes Anna C. Weyl

Members Trust Company (MTC), based in Tampa, Florida, has recently welcomed Anna C. Weyl as its new Senior Vice President and Wealth Management Consultant. With almost twenty years of rich experience in trust administration and the private wealth industry, Weyl is set to play a crucial role in amplifying the company's wealth management services, specifically targeting ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients across the Great Lakes and Northeast regions.

Anna's extensive background includes leadership roles at renowned financial institutions, including serving as Senior Vice President and Senior Private Wealth Fiduciary Strategist at Comerica Bank and Trust, N.A. Her previous experience also encompasses management positions at RBC Trust Company, First State Trust Company, Charles Schwab Bank, and Citigroup Trust. This comprehensive exposure has equipped her with profound expertise in fiduciary risk management, client service, and trust administration.

In her new position at MTC, Weyl is expected to work closely with advisors and influential centers to deliver customized fiduciary solutions to meet the complex needs of clients. Her appointment resonates with Members Trust Company's ongoing commitment to attracting top-tier talent, with the aim of providing strategic wealth management solutions tailored for discerning advisors and their clients.

Jason P. Liu, Chief Growth Officer at Members Trust Company, expressed enthusiasm about Weyl’s hiring, noting, "Anna's sophisticated technical skills and her genuine care for both advisors and their clients make her a valuable member of our team. Her knowledge in handling UHNW and HNW families will serve as a tremendous asset to our partners and clientele.”

In addition to her professional accolades, Anna holds a Master of Laws in Taxation from Villanova University School of Law and a Juris Doctor from Widener University School of Law. She earned her Bachelor of Science in Business Administration and Finance from Boston University School of Management. Moreover, she has passed the Certified Trust and Fiduciary Advisor (CTFA) exam and the bar examinations in Delaware, Pennsylvania, and New Jersey.

Weyl's dedication to community service is also noteworthy; she served as a board member and vice president of The Community Coalition in Phoenixville, Pennsylvania, which has committed over $8 million to support local initiatives. Her presence at Members Trust Company not only emphasizes the firm’s pursuit of excellence but also its commitment to enhancing community and advisor relationships.

Members Trust Company specializes in sophisticated trust and estate solutions, and with Anna C. Weyl on board, the firm is poised to further solidify its role as a leader in wealth management, ensuring clients feel confident in their financial futures. The company’s approach is collaborative, prioritizing advisor partnerships to navigate the increasingly complex fiduciary landscape effectively.

For more information about Members Trust Company and its services, visit www.memberstrust.com.