Katherine L. Holcomb
Vice President; Fiduciary Strategist, Comerica Advisor Solutions
- Role
- Vice President Fiduciary Strategist at Comerica Bank
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Katherine L. Holcomb
Unique blend of trust experience; includes defined contribution, defined benefit and estate planning.• Enthusiastic and motivated; enjoy developing and maintaining effective client relations.
Experience
Vice President Fiduciary Strategist
Sep 2017 — Present · Phoenix, AZ, US
Currently responsible for promoting and educating Financial Advisors at our Alliance Brokerage Partner firms on Comerica’s trust and estate services for all types of trusts. This includes providing knowledge of our specialty asset areas such as closely-held, trust real estate, oil-gas-mineral and other unique assets. Primary responsibility includes new business development in the following states: Arizona, Colorado, New Mexico, Utah, Idaho, Montana and Wyoming.
Education
University of Arkansas
BSBA, Marketing
1989 — 1994
Skills
- Estate Planning
- Investments
- Trusts
- Securities
- Wills
- Leadership
- Trust
- Wealth Management Services
- Management
- Wealth Management
- Retirement Planning
- Financial Advisory
- Accounting
- Coaching
- Trust Services
- Estate Law
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