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Our Wealth Management Services team provides individualized investment management and trust services with a highly personal approach. Portfolios are designed to achieve our client's investment objectives while being sensitive to risk tolerance and life issues. We also specialize in estate settlement and administration of trusts, such as charitable remainder trusts and special needs trusts. Our staff is ready and able to handle the significant financial changes in your life and the lives of your family. We manage relationships with integrity and professionalism, and our hands-on approach brings peace of mind to our valued clients.
Investment Management
Customized portfolios for individuals, families, businesses, and charitable organizations.
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Prudent portfolio diversification based on individual client objectives and tax status |
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Professional portfolio management of individual stocks, bonds, funds and cash for portfolios greater than $500,000 |
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Index investment program for portfolios starting at $100,000 |
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Regular performance reporting and analysis |
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Daily account valuations accessible online |
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Coordination with other advisors, such as attorneys, accountants and CPAs |
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Tax reporting, safekeeping and accounting of assets |
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Retirement benefit plan management for businesses (401k) |
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Business consultation, including business succession planning |
Trust Services
Administration of trusts either as a sole corporate trustee, co-trustee or as your agent.
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Personal estate consultation |
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Professional management of all trust assets |
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Management of inherited wealth and family assets, including property management |
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Administration of living, testamentary, special needs, and |
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Charitable Remainder Trusts |
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Payment of routine monthly bills on your behalf |
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Estate settlement and distribution |
Financial Planning
Comprehensive planning services to align your financial situation with your goals, lifestyle, and personal philosophy.
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Asset Allocation and Investment Management |
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Insurance Planning |
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Cash Flow Analysis and Education Planning |
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Retirement Planning |
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Estate Planning and Wealth Preservation |
Charitable Giving
Simplify your charitable giving through our affiliation with the Marin Community Foundation.
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Achieve your philanthropic goals with individualized donor-advised funds. |
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Utilize charitable tax deductions with gifts of cash, appreciated securities, real estate, stock, and limited partnership interests. |
Together this highly qualified Wealth Management Services team provides personal attention and professional expertise in investment management and trust services. Our staff, with over 75 years of experience, is ready and able to work with you through the significant financial changes in your life and the lives of your family.
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Senior Vice President & Director of Wealth Management Services
(415) 927-6576
Deborah leads the Bank’s Wealth Management team with over 29 years of investment management experience. In her former career with a prominent investment firm, she held Series 7 and Principal NASD securities licenses and had oversight of over $3 billion in client custody assets. She is a member of the Marin County Estate Planning Council and is a graduate of the University of Michigan at Ann Arbor. Deborah also serves on the Board of Directors of Sunny Hills Services.
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Vice President & Senior Trust Officer
(415) 884-3023
Carol brings over 17 years of trust administration experience to her role from her career at several leading retail and institutional trust companies. She completed her CTFA (Certified Trust and Financial Advisor) designation from the American Banking Association in 2003. Originally from the Midwest, Carol is a graduate of Webster University in St. Louis, with a degree in Management. She is also a member of the Marin County Estate Planning Council. Carol is responsible for the administration of our more complex trust accounts and oversees our overall trust administration and operations functions.
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Vice President & Senior Investment Officer
(707) 781-1803
Bill adds another 23 years of investment industry experience to the team’s tally. After 20 years as a branch manager for a nationally renowned brokerage firm, Bill joined the Bank to work in his community and keeps an office in our down town office in Petaluma. Bill is active in Kiwanis, Little League, serves on the board of the Girl Scouts of Konocti Council and is a member of the Redwood Empire Estate Planning Council. He is a graduate of California State University, Hayward with a degree in Business Administration. Bill is responsible for oversight of our internally managed investment programs and our retirement plan services offering.
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Trust Officer
(415) 884-3022
Nancy is a Certified Trust and Financial Advisor, having completed her designation in 2006. She handles the administration of client trust accounts and also supervises a variety of operational functions for the department. Nancy graduated from the University of California at Davis with a degree in Economics.
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Wealth Management products are not deposits, not FDIC insured, not insured by any government agency,
not guaranteed by Bank of Marin, and may go down in value.
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