National Advisors Trust
Lisa Fultz, CFIRS, has extensive experience in compliance and risk analysis, currently serving as a Compliance Officer at National Advisors Trust Company since October 2019, where previous roles included Senior Compliance Analyst and Operations Risk Analyst. Prior experience includes roles as a Data Control Analyst at Silgan Dispensing Systems from January 2018 to October 2019, where Lisa coordinated Customer Relationship Management and developed KPI reports. Between May and December 2012, Lisa worked as a Certificate Compliance Coordinator at Lockton Companies, managing insurance policy discrepancies. Additionally, from March 1996 to May 2010, Lisa directed operations at Shining Stars Daycare Center, focusing on financial forecasting and budget management. Educational qualifications include a Bachelor of Science in Business and Finance from the University of Phoenix, completed from 2014 to 2017, and a recent course at The University of Kansas in March 2023.
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National Advisors Trust
National Advisors Trust is a premier, independent national trust company. We were founded in 2001 to empower advisors and families to capitalize on the complete value of trusts, create enduring legacies and ensure the protection and continuity of wealth from one generation to the next. We provide a directed trustee model and nationwide trust administrative services delivered by an in-house team with deep expertise and knowledge, decades of proven experience, and a commitment to quality and attention to detail in execution. We are also recognized as one of “America’s Most Advisor-Friendly Trust Companies” – partnering with independent wealth advisors and estate planners across the country. We are dual-chartered—holding both a national trust charter that extends trust services into all 50 states and a progressive South Dakota state trust charter through National Advisors Trust of South Dakota, Inc. to keep clients at the forefront in one of the country’s leading trust jurisdictions. This enables advisors and families to have greater flexibility and more options. At the heart of everything we do is our belief that the estate planning and trusts industry is fundamentally about families and the selfless pursuit of acting today to protect future generations. It’s what inspires us every day to deliver complete trust solutions and exceptional service—and we are proud of the impact we have had over the decades. National Advisors Trust is a wholly-owned subsidiary of National Advisors Holdings, Inc. regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC. National Advisors Trust of South Dakota, Inc. is regulated by the Division of Banking of South Dakota Department of Labor and Regulation. Marketing material is for informational purposes only and is not intended to constitute legal or tax advice. Please consult with a qualified professional regarding your specific circumstances.