Security National Trust Company
Michael Coombe, CTFA, has extensive experience in fiduciary and investment services, currently serving as President of Security National Trust Company since September 2012. In this role, Michael leads a team to provide personalized services including personal trusts and investment management. Previous positions include Vice President/Trust Officer at Security National Trust Company, Trust Team Manager at Wells Fargo Wealth Management, and roles at Wachovia Trust and First Union National Bank, where Michael managed teams and exceeded client service goals. Michael holds a Trust Graduate Course certification from Cannon Financial Institute, a Bachelor of Science in Business Administration with a focus on Finance from Shippensburg University, and an Associate's Degree in Business Administration from Pennsylvania State 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.