“Merger chaos” in the banking and trust industry has many trust and investment customers searching for corporate stability and more personalized attention. In response to this significant demand, Security National Trust Company has greatly expanded operations at their Lancaster Office.

“We opened the Lancaster Office in 2005 and our rapid growth has been exciting and gratifying,” said Melissa Wissler, CTFA, Vice President, and an original member of the staff.“The fact that we needed to increase our staff so soon is testimony to the fact that customers want and appreciate our personal way of doing business.”

A total of seven professionals, with over 125 cumulative years of trust experience, now serve Lancaster, Berks, Dauphin, Cumberland, York and Chester Counties and northern Maryland. The team, all from local banks, brings a wealth of knowledge and understanding to the needs of customers.

“We’ve pulled together to put the personal touch back into Personal Trust and Retirement Services,” commented Chuck Few, CFP®, Senior Vice President and Development Officer. “We are passionate about helping people manage their investments as well as their estate and retirement plans using a highly individualized approach.”

Security National Trust Company is a full-service, independent trust company, nationally chartered by the US Office of the Comptroller of the Currency. Privately owned and operated, it offers a full range of financial management and planning services including trust and asset management, retirement planning and estate settlement.

“We pride ourselves in providing quality services to a wide variety of people whose accounts may range from modest to quite sizable amounts. Most trust companies today want to work only with customers having extremely large amounts of money,”stated Few.

Security National Trust knows that its work can and will extend beyond the state lines. Basing its headquarters in Wheeling, West Virginia allows for an extended reach. Being part of a large company negates the vacuum some smaller, local companies must face.

“Because we are nationally chartered and independent, we not only offer corporate stability and maturity, but can continue relationships if clients move out-of-state.” commented Few.“This strongly benefits customers who may leave the area or who have family trusts over a wide geographic region. We frequently work not only with the customers themselves, but also with their families and legal and accounting advisors as well.”

Mark Ferrell, President and CEO, adds “We offer mature, experienced, trust and investment fiduciary services of the highest quality. We are committed to utilizing all of our resources to help our customers reach their estate and financial objectives.”

Security National Trust Company is headquartered in Wheeling,WestVirginia. Current assets under advisement are over six hundred million dollars. The company offers trust, investment, estate settlement and retirement services. For information, contact the Lancaster Office, 100 East King Street, Lancaster, PA, 866-454-9383. The Wheeling Office number is 877-768-7878. View the website at: www.securitynationaltrust.com.

Download PDF Version

Phone:

Lancaster 717.207.0678

Lancaster Toll Free 866.454.9383

Wheeling 304.233.5215

Wheeling Toll Free 877.768.7878

Fax:Lancaster 717.207.0679

Wheeling 304.233.5219