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Wendy Martin - Trust Officer - Charlotte, NC

Wendy Martin

Senior Vice President, NC/SC Wealth & Trust Services Manager, First Horizon Bank

Experience

  • Working in the financial services industry since 1997
  • Currently focused on providing asset management, trust and fiduciary services and estate planning solutions to high-net-worth individuals, families and institutions in a family office style setting

Education

  • Wake Forest University, MBA
  • Elon University, BA

Professional Affiliations/Licenses

  • Financial Paraplanner Qualified Professional (FPQP), College for Financial Planning

Community Involvement

  • Board Member/Officer serving Carolina Caring
  • Suzuki School of the Arts
  • Volunteer, Safe Harbor of NC
  • Active in financial education, child advocacy and animal rescue organizations