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First American Trust Celebrates Grand Opening of Los Angeles-Area Office
SANTA ANA, Calif., Oct. 27 /PRNewswire-FirstCall/ -- First American Trust(R), a
member of The First American Corporation family of companies, today announced
the grand opening of its first branch in the Los Angeles area. The office,
which is located at 520 North Central Avenue, Suite 715 in Glendale, Calif.,
will hold its grand opening celebration on Nov. 6, 2003.
The office will be headed by R. Daniel Banis, an industry veteran with more than
23 years of experience in the financial services industry. In his role as
executive vice president, Banis brings extensive knowledge of the issues
specific to high net worth clients, including complex trusts and
multigenerational family wealth issues. Prior to joining First American in
2002, he spent six years with Fidelity Investments, where he was national sales
manager of the Portfolio Advisory Services Division of the Private Wealth
Management Group. Banis' previous experience also includes positions in trust
services with two of the nation's largest banks.
Joining Banis are Bradford C. Hixson, vice president and wealth management
advisor; Robert H. Faust, vice president and relationship manager; Stephen S.
Grimm, senior portfolio manager; and Jewellee Dalrymple, client liaison.
With more than 12 years of financial services experience, Hixson's background
includes complex estate and trust planning, business planning, charitable giving
and investment management. Hixson is an Investment Advisor Representative and
is licensed with the National Association of Securities Dealers. He is a member
of the Planned Giving Roundtable of Southern California, as well as the Glendale
and San Gabriel Valley Estate Planning Councils.
Faust, a Certified Trust and Financial Advisor, comes to First American after
five years with Wells Fargo Bank Private Client Services. He specializes in
complex estate planning and the administration of complicated and sensitive
trusts, both private and charitable. Faust is a graduate of the University of
the Pacific McGeorge School of Law, where he earned the American Jurisprudence
Award in Trusts. As a practicing attorney, he concentrated on the areas of
probate, conservatorship and trust law. Faust is a member of the California,
Los Angeles and Pasadena Bar Associations, as well as the Pasadena and Pomona
Valley Estate Planning Councils.
A veteran in the financial services industry, Grimm is a Certified Financial
Planner with 14 years of investment and financial planning experience, including
four with First American Capital Management, Inc., another First American
subsidiary. As the lead analyst for the automobile, food and beverage, and
tobacco sectors, he guides portfolio recommendations in these important economic
areas. Prior to joining First American he held senior positions with State
Street Bank & Trust Company and a regional investment advisory firm. He also
was a partner in a financial consulting firm that specialized in business and
financial planning for health care professionals.
Dalrymple comes to First American with a broad range of knowledge and experience
in trust matters. She is currently studying for the Cannon Financial
Institute's Certified Trust and Financial Advisor designation.
Customers interested in speaking with one of the staff members may call
toll-free at (866) 730-7878.
First American Trust(R), a registered investment adviser headquartered in Orange
County, Calif., is an affiliate of The First American Corporation, a Fortune 500
company also based in Orange County. With offices in San Diego, Rancho
Bernardo, Los Angeles/Glendale, Newport Beach and Santa Ana, First American
Trust has been providing investment management and trust services on a local,
full-service basis for more than four decades.
For further information, please contact David Schulz of The First American
Corporation, +1-714-800-3298, , for First American Trust.
DATASOURCE: First American Trust
CONTACT: David Schulz of The First American Corporation,
+1-714-800-3298, , for First American Trust