Equitable Trust
Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with their trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas: Trust and Estate Services • Trust Administration • Estate Settlement • Estate Plan Consulting • Directed Trustee • Real Estate Administration Family Office Services • Wealth Design • Financial Planning • Tax Planning • Philanthropic Giving • Next Generation Education and Mentoring • Lifestyle Management Investment Advisory Services • Asset Allocation • Portfolio Management • Third-party Manager Evaluation and Selection • Account Aggregation and Consolidated Reporting • Private Equity Due Diligence
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Verified contacts
37
available on Kipplo
LinkedIn employees
47
11 to 50 range
Open roles
1
across 1 depts
Distinct roles
30
indexed titles
Tech stack
2
tools in use
Monthly traffic
496
organic / mo
Hiring · 1 open positions across 1 departments
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- ES
Emily Slattery
Family Office Advisor · Finance & Accounting
EmailPhone - PN
Pamela Np Talley
Director of Financial Planning · Finance & Accounting
EmailPhone - SV
Scott van Dusen
Partner & Investment Advisor · Finance & Accounting
EmailPhone - CL
Cynthia L. Jones
Principal and Senior Vice President · Finance & Accounting
EmailPhone - DJ
Darlinda Jones
Senior Vice President · General Business & Management
EmailPhone - AB
Austin Biggs
Information Technology Specialist · Information Technology
EmailPhone - JL
Jonathan Lovejoy
Special Assets Advisor · Finance & Accounting
EmailPhone - ND
Nancy Davis
Investment Advisor · Finance & Accounting
EmailPhone - SS
Shelly Salva
Trust & Wealth Associate · Finance & Accounting
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Equitable Trust
30 distinct titles indexed · top 10 shown.
- 3investment associate
- 3trust & wealth associate
- 2tax specialist
- 1()
- 1associate
- 1chief compliance officer
- 1chief financial officer
- 1client service specialist
- 1director of financial planning
- 1director of tax
- +20more titles
Sign up to unlock all 37 contacts at Equitable Trust
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