Members Trust Company appoints Andrea Valdez Brandon as VP of Trusts and Investments
Brandon to serve West Coast credit union members
TAMPA, FL (August 29, 2018) — 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
About Members Trust Company
Since 1987, Members Trust Company, FSB has provided trust and investment services to credit union members and private clients throughout the United States. Owned and managed by America’s Credit Unions, Members Trust Company abides by the management philosophy of our owners – to act in the best interest of our clients while fulfilling our fiduciary duty as a trust company. These credit unions, with over $180 billion in assets, provide Members Trust Company with its strategic values and underpin our strength as a national trust and investment firm. For more information, please visit: memberstrust.com
