June, 2009
Corporate Permanence and Continuity for Clients
Growth and Education Opportunities for Employees
Since its inception, succession planning, along with employee education and growth, has been something Security National Trust Company thinks about and considers regularly. With new employees, we attempt to hire college graduates in related areas who have expressed an interest in growing with the company. We also are continually open to the possibility of hiring experienced trust professionals to assist in growth and management. It is an on-going objective to maintain a balance between older, experienced personnel combined with innovative, younger professionals. Our accomplished staff represents a broad range of ages with impressive levels of diversity and expertise.
Our goal is to provide corporate advancement opportunities that encourage employee stability and long-term knowledge of our client base. It has always been my experience that trust clients desire long-term, stable relationships. The best way to provide that is to make sure they work with familiar individuals over the long-term. We assure longevity by providing opportunity for all employees to grow to their full potential within the corporation. As a privately owned, sub-S Corporation, many employees have taken advantage of their ability to participate in company ownership, giving them an additional vested interest in our on-going success. We value and encourage continuing education opportunities for all our staff. This benefits the employees personally and, ultimately, our clients. It is our belief that these growth and knowledge opportunities strengthen Security National Trust Company and are allowing us to become a significant leader in the trust and investment marketplace even as the traditional banking environment continues to merge, consolidate and struggle. Our pledge and commitment is to provide our clients with dependable corporate continuity. We are confident in our ability to provide quality expertise, maturity, personal sensitivity, legal compliance, longevity and integrity while setting an enviable standard for trust fiduciary services throughout the areas in which we serve.
For more detailed information about Security National Trust Company or to discuss specific estate and financial needs, please call me personally at 877.768.7878.
Sincerely,
Mark C. Ferrell, JD, CTFA President and CEO 100 East King Street, P.O. Box 1267, Lancaster, PA 17608, 866.454.9383
1300 Chapline Street, Wheeling, WV 26003, 877.768.7878
Security National Trust Company
Continuity, Permanence, Stability, Experience, Education
Security National Trust Company is an independent, privately held, corporate trust and investment fiduciary, nationally chartered by the United States Office of the Comptroller of the Currency in the year 2000. Eighteen professionals, with over 340 combined years of trust and financial experience, make up the corporate staff. Offices are located in Wheeling, West Virginia, and Lancaster, Pennsylvania. Required reserves are in excess of 140% of OCC requirements. Assets under administration as of June, 2009, exceed one-half billion dollars.
Personnel Academic and Professional Achievements:
• Collective total of twenty-two undergraduate, graduate and post graduate degrees completed
• Eight have earned one of the following professional certifications: CFP®, CRSP ,CTFA (2), QPA, QKA, Paralegal (2) • Seven have completed professional trust school courses-of-study • Four are in process of completing professional trust school courses-of-study
• One is a Level III Candidate for the Chartered Financial Analyst designation
Security National Trust Company Offers:
• Traditional Trust and Investment Services
• Qualified and Non-Qualified Retirement Plan Services
• Directed Trustee Services
• Highly Personalized Attention
Reasons Our Clients Select Security National Trust Company as their Corporate Trustee:
