Security National Trust Company
Heather Johnson serves as Associate Vice President and Investment Officer at Security National Trust Company since March 2020, previously holding roles as Investment Officer and Investment Operations Analyst within the same organization. Prior to this, Heather accumulated experience at UBS Wealth Management from June 2011 to June 2019, working as Branch Office Administrator and Client Service Associate. Heather holds an MBA in Finance from La Salle University and a Bachelor of Science in Business Administration with a focus on Finance from West Virginia University.
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Security National Trust Company
Founded in 2000, Security National Trust is a Federally Chartered Independent Trust Company providing financial services to clients from our offices in Wheeling, WV, Huntington, WV, and Lancaster, PA. As fiduciaries and trust professionals, we partner with clients and their families to offer top-notch support for their investment and wealth management strategies. Whether looking for a tax-savvy generational wealth transition approach, charitable planning advice, endowment services, or support for looking after treasured family properties, our team is with you every step of the way.