Allison Cox has been appointed managing director for trust for The Private Client Reserve. She has more than 20 years of experience administering complex estates, trust asset allocation and managing private foundations. Prior to joining The Private Client Reserve, she held the position of vice president and trust officer for Commerce Trust Company in Kansas City.
Mercedes Givens has been appointed wealth management consultant for The Private Client Reserve. He has more than 10 years of financial service experience. Previously, he was a branch manager for U.S. Bank’s Consumer Bank in the Kansas City area, where he worked with commercial and individual clients. Givens has also held positions with North American Savings and Wells Fargo banks.
Please send On the Move items to Kathy Lynch.
