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September 02, 2015 10:42 PM ET

Consumer Finance

Company Overview of National Advisors Trust Company, FSB

Company Overview

National Advisors Trust Company, FSB, a trust company, provides trust and custodial services. Its services include revocable trust, charitable remainder trust, charitable lead trust, charitable trust or private foundation, irrevocable trust, irrevocable life insurance trust, special needs trust, marital trust, qualified terminable interest property, bypass trust, generation skipping trust, and dynasty trust. The company also provides securities safekeeping, securities income collection, securities settlement, trades as directed, payment of funds, and statement delivery services; community property, uniform gifts to minor act, transfer on death, and custodian of trust, as well as individual, ...

10881 Lowell Avenue

Suite 100

Overland Park, KS 66210

United States

Founded in 2001





Key Executives for National Advisors Trust Company, FSB

Chief Executive Officer, President and Director
Chief Financial Officer and Director
Senior Vice President of Trust & Custody Administration
Senior Vice President and Trust Officer
Senior Vice President of East Coast Business Development
Compensation as of Fiscal Year 2015.

National Advisors Trust Company, FSB Key Developments

TD Ameritrade Institutional, Inc. and National Advisors Trust Company, FSB Form Strategic Alliance to Offer Trust Services for RIAs

TD Ameritrade Institutional1 has formed a strategic alliance with National Advisors Trust Company, FSB to create Advisors Private Wealth Trust (APWT), a corporate trustee offering exclusive to RIAs that custody assets with TD Ameritrade Institutional. These services are available now. This strategic alliance combines the reach of TD Ameritrade Institutional and NATC. APWT will serve as TD Ameritrade Institutional's corporate trustee solution, one that is integrated with TD Ameritrade Institutional in terms of client service and technology. Advisors Private Wealth Trust offers advisors a conflict-free way to access corporate trustee services, with custody of the assets remaining at TD Ameritrade Institutional. Beyond competitive pricing, advisors receive ongoing support from TD Ameritrade Institutional as well as dedicated trust officers to help establish trust accounts and provide administrative services. By offering trustee services through Advisors Private Wealth Trust, advisors can ensure their clients’ trusts receive independent, impartial oversight from a committed, dedicated trustee, all while continuing to manage the assets. Clients can be assured their trusts will receive professional fiduciary oversight, a duty that family or friends may not always be equipped to handle, and that they can still work with their advisor to manage the assets. Advisors can take the opportunity to review any trusts they manage and now can provide another option for clients to appoint an RIA-friendly successor trustee, such as Advisors Private Wealth Trust, helping increase the likelihood they will retain assets when the current trustee dies or becomes incapacitated. If the successor is an unaffiliated financial institution, such as a big bank, advisors risk seeing those assets walk out the door.

Lee Financial Corporation Selects National Advisors Trust's Trust Representative Office Program

National Advisors Trust Company (NATC), announced that it has been chosen by Lee Financial Corporation to implement NATC's Trust Representative Office (TRO) program. As part of the TRO program, NATC established LFC Trust Services, a private-labeled trust services brand through which Lee Financial will market trust and trustee services.

National Advisors Trust Announces Management Changes

National Advisors Trust announced that John Sullivan has been appointed Chief Financial Officer and John Abbuhl has been named to the new position of Chief Client Officer. Vice President Colleen Berry, who joined the firm in August 2013, will oversee the newly created position of Director of Product Management. Prior to joining National Advisors Trust, Sullivan served as Chief Financial Officer for a number of business units within JPMorgan Chase, including corporate trust, global investment management technology and operations, corporate finance, and 401(K) recordkeeping. Prior to joining National Advisors Trust, Abbuhl worked for Fiserv as the Director of Global Services Analytics. Prior to joining the company, she was the Associate Director of Major Gifts at Haverford College in Pennsylvania, where she was responsible for developing and implementing strategies with donors.

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