September 20, 2014 4:29 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
Chief Financial Officer
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 2014.

National Advisors Trust Company, FSB Key Developments

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.

Mercer Advisors Selects National Advisors Trust Company, FSB to Provide Trust Services

National Advisors Trust Company, FSB (NATC), announced that it has been chosen by Mercer Advisors to provide trust and trustee services for its clients.

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