NEWS & EVENTS
Stronger communities are built through diverse and thriving businesses.
Indiana Trust Welcomes New Wealth Advisor to Muncie Location
January 13, 2020
Indiana Trust Welcomes New Wealth Advisor to Muncie Location
Mishawaka, Indiana – For Immediate Release:
Mark L. Andrews, JD, CTFA™, joined Indiana Trust Wealth Management as Vice President and Wealth Advisor in the third quarter of 2019, with 20 years' experience in the wealth management profession, most recently with D.A. Davidson Trust Company. Mark has also served as a Deputy County Attorney.
As a Wealth Advisor, Mark focuses on multigenerational planning — where financial, tax, retirement, business succession, and investment‐driven estate planning are taken into consideration, in accordance with each client's unique circumstances. As a Certified Trust and Financial Advisor (CTFA™), Mark has the experience and expertise to manage your family’s legacy in a comprehensive manner.
Mark earned his Bachelor of Business Administration degree from the University of Nebraska, where he majored in economics and finance and continued on to obtain his Juris Doctorate. He also attended the University of Notre Dame's Tax and Estate Planning Institute, Cannon Trust Schools (I, II, III, and Sales), and the University of Washington School of Law’s Estate Planning Seminar.
Mark enjoys presenting on trust and estate planning topics to various organizations and estate planning councils, and has been an active volunteer serving with many charitable organizations over the years, as a treasurer and board member.
“I feel very fortunate to be joining a trustworthy, experienced team of fiduciary professionals, and look forward to providing multigenerational planning expertise to our clients.”
Mark may be reached at our Muncie office at 765.254.3500 or by email at mandrews@indtrust.com.
About Indiana Trust
As the first employee-owned independent trust company in the state, with more than thirty years in the wealth management profession and nearly $2 billion in assets under management, Indiana Trust is deeply committed to the communities they serve. Advising clients and their families nationwide, Indiana Trust is dedicated to increasing financial security by providing superior, unbiased wealth management and advisory solutions – delivering legacies built on trust.
With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust’s experienced team offers wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundation and endowments, delivered with the fiduciary standard of care.
Find out more at www.indtrust.com.
Mishawaka, Indiana – For Immediate Release:
Mark L. Andrews, JD, CTFA™, joined Indiana Trust Wealth Management as Vice President and Wealth Advisor in the third quarter of 2019, with 20 years' experience in the wealth management profession, most recently with D.A. Davidson Trust Company. Mark has also served as a Deputy County Attorney.
As a Wealth Advisor, Mark focuses on multigenerational planning — where financial, tax, retirement, business succession, and investment‐driven estate planning are taken into consideration, in accordance with each client's unique circumstances. As a Certified Trust and Financial Advisor (CTFA™), Mark has the experience and expertise to manage your family’s legacy in a comprehensive manner.
Mark earned his Bachelor of Business Administration degree from the University of Nebraska, where he majored in economics and finance and continued on to obtain his Juris Doctorate. He also attended the University of Notre Dame's Tax and Estate Planning Institute, Cannon Trust Schools (I, II, III, and Sales), and the University of Washington School of Law’s Estate Planning Seminar.
Mark enjoys presenting on trust and estate planning topics to various organizations and estate planning councils, and has been an active volunteer serving with many charitable organizations over the years, as a treasurer and board member.
“I feel very fortunate to be joining a trustworthy, experienced team of fiduciary professionals, and look forward to providing multigenerational planning expertise to our clients.”
Mark may be reached at our Muncie office at 765.254.3500 or by email at mandrews@indtrust.com.
About Indiana Trust
As the first employee-owned independent trust company in the state, with more than thirty years in the wealth management profession and nearly $2 billion in assets under management, Indiana Trust is deeply committed to the communities they serve. Advising clients and their families nationwide, Indiana Trust is dedicated to increasing financial security by providing superior, unbiased wealth management and advisory solutions – delivering legacies built on trust.
With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust’s experienced team offers wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundation and endowments, delivered with the fiduciary standard of care.
Find out more at www.indtrust.com.
| Tammera Wine Client & Community Relations Coordinator Mishawaka I Elkhart I Muncie 307 South Main Street, Ste 311 Elkhart, IN 46516 cell 574-300-8974 office 574-294-3500 | IndTrust.com |
Contact:
Tammera Wine, Client & Community Relations Coordinator
twine@indtrust.com, (574) 300-8974
NEWS FEED
VISIT
