Advocacy Trust
Claire joined the Advocacy Trust team as an Administrative Assistant in March 2017 and has since been promoted to Trust Administrator, working directly with clients and trust officers to maintain client accounts and assist with administrative needs. She enjoys working directly with clients to better learn and anticipate their specific needs and desires.
She previously worked in textiles before joining the Advocacy Trust team and appreciates the opportunity to experience and learn about trust planning from the ground up.
Claire has her Associates Degree in Applied Science and has received her Certificate of Completion for the ABA Certificate in Trust: Foundational and will be continuing with ABA Trust School at the intermediate level. In her free time, she loves spending time with her family and being a mom to her puppy, Opie.
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Advocacy Trust
Advocacy Trust is unique from other trust companies. They have built a holistic platform that provides traditional trust clients as well as plaintiff attorneys and their clients with the attention and guidance required to navigate the complexities surrounding their individual financial situation. Their extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.