James A. Combs, Jr.

Chairman, Ceo, And President at National Advisors Trust

James A. Combs Jr. serves as Chairman, CEO, and President of National Advisors Trust Company since April 2013, and also holds the position of Chairman of the Board at National Advisors Trust of South Dakota, Inc. With extensive experience in leadership roles, Combs was COO at SEI Investment Manager Services from November 2011 to March 2013, and Senior Vice President at Wilmington Trust Company from February 2008 to September 2011, focusing on Trust and Custody Services. Previously, Combs held various executive positions at SEI and Wachovia Operational Services Corp., where significant contributions included managing strategic operational efficiency projects that generated substantial expense savings. Combs began a career in finance at Bankers Trust Company and has a military background as a Captain in the U.S. Army. Education includes a BS in Engineering from the United States Military Academy at West Point and an MSE in Management of Technology from the University of Pennsylvania.

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National Advisors Trust

National Advisors Trust is a premier, independent national trust company. We were founded in 2001 to empower advisors and families to capitalize on the complete value of trusts, create enduring legacies and ensure the protection and continuity of wealth from one generation to the next. We provide a directed trustee model and nationwide trust administrative services delivered by an in-house team with deep expertise and knowledge, decades of proven experience, and a commitment to quality and attention to detail in execution. We are also recognized as one of “America’s Most Advisor-Friendly Trust Companies” – partnering with independent wealth advisors and estate planners across the country. We are dual-chartered—holding both a national trust charter that extends trust services into all 50 states and a progressive South Dakota state trust charter through National Advisors Trust of South Dakota, Inc. to keep clients at the forefront in one of the country’s leading trust jurisdictions. This enables advisors and families to have greater flexibility and more options. At the heart of everything we do is our belief that the estate planning and trusts industry is fundamentally about families and the selfless pursuit of acting today to protect future generations. It’s what inspires us every day to deliver complete trust solutions and exceptional service—and we are proud of the impact we have had over the decades. National Advisors Trust is a wholly-owned subsidiary of National Advisors Holdings, Inc. regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC. National Advisors Trust of South Dakota, Inc. is regulated by the Division of Banking of South Dakota Department of Labor and Regulation. Marketing material is for informational purposes only and is not intended to constitute legal or tax advice. Please consult with a qualified professional regarding your specific circumstances.


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