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Maribeth Servello
Assistant Vice President, Trust Officer |
Ms. Servello is the Secretary of the Trust Investment Committee, and is responsible for the management and administration of personal and successor trust activity. She manages systems that provide control and distribution of trust income, taxation control and the fulfillment of trust requirements. She supports and services trust beneficiaries, as well as the advisors and brokerage firms managing assets within the trust relationships. In addition to providing trust directed guidance to financial advisors, she assists trust parties in the efficient transition of new trust assets and the creation of new trust relationships.
Bringing more than 20 years of comprehensive trust administration knowledge to Millennium Trust, Ms. Servello also has experience in real estate, alternative investments, limited partnerships, promissory notes and trust tax-reporting compliance. She also has broad experience working with registered investment advisors and financial planners and their clients. |
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