Expertise

Personal trust administration, estate administration and estate planning

Experience

Carla began her trust career with AmSouth Bank Trust Division in 1995 as a Personal Trust Assistant. She then went on to serve as a trust officer and trust administrator for Peoples Bank Asset Management & Trust in Mississippi, and First United Bank & Trust in Maryland. After relocating to St. Louis in 2004, Carla joined A. G. Edwards Trust Company as a personal trust administrator. In 2009 she joined U.S. Trust, Bank of America Private Wealth Management as an estate settlement officer where she remained until joining Midwest Trust.

Education

BS, University of Alabama – Birmingham

Canon Financial Institute

Southeastern Trust School

Mississippi School of Banking

Professional / Civic Affiliations

Member Estate Planning Council of St. Louis

Member Institute of Certified Bankers

Ready-To-Learn Advisory Board Member