Leading trusts and investment services provider for credit unions, Members Trust Company, today announced the appointment of Andrea Valdez Brandon as vice president of trusts and investments. In her new role, she is responsible for providing financial advisors and their clients with technical guidance on various estate-planning strategies. She is also responsible for expanding the company’s portfolio of credit union partners on the West Coast.
“We are thrilled to welcome Andrea to our growing team,” commented Tom Walker, president and CEO, Members Trust Company. “Her commitment to delivering the highest standards of member service and upholding business ethics are a key asset to our organization as we grow.”
Having worked as an estate planning attorney, advanced sales consultant and business development executive, Brandon brings with her 13 years of experience in the legal and financial service industries.
“I’m excited to join this organization at a time when estate planning and trust services are growing in importance,” said Brandon. “With aging baby boomers owning over $30 trillion in personal assets, there is a need to educate financial advisors about trusts and estate planning strategies. We are on the front lines equipping our clients to attract and sustain long-term financial relationships with their members.”
Andrea Valdez Brandon