The Family Heritage Trust Company Announces New Senior Trust Officer
February 25, 2011 -- The Family Heritage Trust Company, headquartered in Frederick, Maryland, is pleased to announce the addition to their staff of Sandra L. Miller as Vice President and Senior Trust Officer. Ms. Miller is an experienced Trust Officer and portfolio manager with over 35 years in banking and the investment industry dealing with both institutional and retail clients. She is a Chartered Financial Consultant and has both financial planning and estate planning expertise.
Donald C. Linton, CPA, Chairman, made the announcement and stated, "Ms. Miller is a welcome addition to our professional staff that continues to focus on maintaining closer individual relationships while providing excellent investment expertise."
When asked what attracted her to The Family Heritage Trust Company, Ms. Miller stated, "Working within the environment of an independent trust company allows me to provide my clients with the personal service they deserve. It also allows me the autonomy to make decisions and manage client assets based on the client's interest, as a fiduciary, without the conflict of corporate interests often associated with mega-banks and brokerage firms."
Ms. Miller, who recently moved to Carroll County from Baltimore, has been involved with The Community Foundation of Carroll County, Friends of Fort McHenry, and Catholic Charities - Our Daily Bread, and is looking forward to her involvement with the families, business owners, civic groups and charitable organizations in the region.
The Family Heritage Trust Company, a non-depository bank chartered independent trust company and private wealth management firm, provides personalized, face-to-face trust and investment services, while focusing on achieving market level performance, meeting client objectives, and anticipating client needs. Services available to clients include portfolio management, asset selection, bill paying, supporting less qualified family members with life challenges, transition of assets to the next generations, tax planning, and selection of related professionals. Individualized stock portfolio management is offered as well as low management fee mutual funds.
Trust accounts may be opened with a minimum balance of $100,000, an amount that is usually too small for custom management yet too large to engage in the selection of appropriate mutual funds without relying upon the assistance of a brokerage house. Investment services are provided on a fee basis, with no commission-based charges.
While client services are provided throughout the mid-Atlantic region, primary offices are located at The Patrick Center, 30 West Patrick Street, Suite 100, Frederick, Maryland, 21701. More information on The Family Heritage Trust Company may be obtained by calling (301)631-5900 or by viewing the web site: www.fhtrust.com.