National Advisors Trust Company
Amie Wise, CSOP, currently serves as Vice President of Control at National Advisors Trust Company, where responsibilities include risk management, tax administration, and facilitating interdepartmental initiatives. Previously, Amie held roles such as Control Manager and Independent Consultant at Montag Wealth Management, and Systems Administrator at EARNEST Partners. Amie's career began at Reliance Trust Company as a Mutual Funds Trust Operations Officer. With an Associate's degree in Accounting from Southwestern Illinois College and a CSOP from Cannon Financial Institute, Amie is recognized for strong analytical, management, and organizational skills, consistently achieving success in various operational roles.
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National Advisors Trust Company
Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor’s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.