First American Trust Celebrates Grand Opening of Los Angeles-Area Office
28 October 2003 - 6:18AM
PR Newswire (US)
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
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