Angie Misner

Trust Officer at Charlotte State Bank

Angie has more than 10 years of banking and financial experience. She has worked in the real estate industry and has experience in retail and trust operations. She has completed all three years of Trust School through the American Bankers Association and is pursuing her certification as a Trust and Financial Advisor.

Angie works with new and existing clients, serving as a point of contact, ensuring that trust and investment management is properly administered to her client’s wishes. Her responsibilities include trust administration, retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals.

Angie volunteers on behalf of many organizations, including Give Kids the World through the Make-A-Wish Foundation.

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Timeline

  • Trust Officer

    Current role

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