National Advisors Trust Company
Peggy Sizow, Esq., CTFA is the Managing Director and Chief Fiduciary Officer at National Advisors Trust Company. Prior to their current role, Peggy served as Vice President & Senior Trust Officer at U.S. Trust. With a background in law, Peggy previously worked as an Associate Attorney specializing in Trust & Estate Planning at Augulis Law Firm. Peggy holds a Doctor of Law (JD) degree in Estate Planning / Elder Law from Stetson University College of Law and Bachelor of Arts degrees in Philosophy from Barry University.
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National Advisors Trust Company
Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor’s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.