Linda LaVay, CTFA, AEP®
SENIOR VICE PRESIDENT AND WEALTH TRUST ADVISOR
Linda has more than 30 years of fiduciary experience including estate and trust administration. She was previously at National Penn Investors Trust Company, now BB&T, working with high net-worth clients on planning, and trust and investment management business. Prior to that, she spent 18 years at the various predecessors of Wells Fargo where she managed the wealth management team. Linda holds the Accredited Estate Planner® (AEP®) and Certified Trust and Financial Advisor (CTFA) designations, and has her Series 65 Investment Advisor license. She has served on the board of the Montgomery County Estate Planning Council and is a past president, and is a member of both the Philadelphia and Bucks County Estate Planning Councils. She volunteers with the National Association of Estate Planning Councils on their Council Relations Committee, the Wills for Heroes Foundation, the Whosoever Gospel Mission, the Montgomery County Foundation Inc., and is active with various animal rescue organizations.
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