Kristin Carter Hired as Central Trust Company Tax Officer
Springfield, MO – March 30, 2016 – Central Trust Company, an affiliate of Central Bank, is pleased to announce the recent hiring of Kristin Carter, CPA as ourcompany's Tax Officer.
Carter will be responsible for the day-to-day management of Central Trust Company’s tax operations, including developing best practices and identifying and improving policies and procedures. She will act as the liaison between the staff of Central Trust Company and outside CPA firms and vendors regarding necessary tax forms and filings, as well as providing education to staff on tax-related issues and changes in legislation. Carter will also serve as a resource for the employees and clients of Central Trust Company. Carter, whom will serve the entire company, will be located at our location in Springfield, Missouri.
“High net worth clients, entrepreneurs, and retirees cannot have their money managed in a vacuum. Their wealth management provider must absolutely understand all facets of wealth management including financial planning, estate and gift tax planning, and, of course, the tax implications of any recommendations or decisions made on behalf of the client.” said President and CEO Scott Kellett. “Hiring Kristen expands our expertise and abilities in the tax area of our wealth management company and is further evidence of the commitment we have to our clients by employing highly skilled and experienced wealth management professionals,” said Kellett.
Stanley & Elaine Ball Foundation Awards $1.5 Million to Ozarks Nonprofits
Springfield, MO (October 8, 2015) – On October 7, the Stanley & Elaine Ball Foundation awarded a total of $1.5 million to four nonprofit organizations in the Ozarks – Harmony House; Community Foundation of the Ozarks – Poverty Summit; the Christian County Library; and the Taneyhills Community Library in Branson.
Central Trust Company is proud to manage Stanley and Elaine's foundation and to play a small role in helping fulfill their dream of making the Ozarks a better place. The Stanley & Elaine Ball Foundation is accepting grant requests through August 2016. Contact Rachel Campbell at Central Trust at 417-883-3838 for more information.
Central Trust Company Expands Team in Columbia - September 2015
Columbia, MO - September 14, 2015 - Central Trust Company in Columbia is pleased to announce that Kim Schwend and J. Bryan Allee have joined their team of seasoned professionals. Kim Schwend is the office's new assistant vice president and relationship manager, and J. Bryan Allee now serves as vice president and relationship manager.
Schwend boasts nearly 20 years of experience in the financial services industry. Prior to joining the Central Trust team, Kim worked for Central Trust's sister bank, Central Bank of Boone County, for 19 years. During the last six years of her tenure there, she served as a relationship banking officer, focusing on IRA administration. Dedicated to furthering her skills and knowledge, Schwend took the initiatvie to earn the Certified IRA Services Professional (CISP) designation. Schwend's primary responsibility at Central Trust is to provide wealth advisory and other administrative services for IRAs and investment management accounts.
Allee has been working in the industry for more than two decades, garnering his experience at Valley View Bank/Valley View Trust Company and Midwest Trust Company. He earned his Juris Doctor from the University of Missouri - Kansas City School of Law and has been a member of the Missouri Bar since 1989. Allee's primary role at Central Trust is administering personal trusts, estates, investment management relationships and individual retirement accounts.
Hamilton Trinidad Hired as Vice President and Senior Portfolio Manager in Columbia - July 2015
Columbia, MO - July 21, 2015 - Central Trust Company in Columbia is pleased to announce the recent hiring of Hamilton Trinidad as vice president and senior portfolio manager.
Hamilton has more than 20 years of experience in the financial services industry. His primary responsibility at Central Trust will be working with clients to structrure and manage customized investment portfolios that will help them meet their individual goals.
Melanie Holland Hired as Vice President and Trust Relationship Manager in Kansas City - June 2015
Overland Park, KS - June 3, 2015 - Central Trust & Investment Company in Kansas City is pleased to announce the recent hiring of Melanie Holland as vice president and trust relationship manager.
Melanie has 35 years of experience in the trust industry. Her primary responsibilities at Central Trust will be leading the Kansas City office and providing welaht advisory; tax and estate planning strategies; trust administration; and fiduciary services to clients.
Two Vice Presidents Hired in the Springfield Office - October 2014
Springfield, MO – October 1, 2014 – Central Trust Company of Springfield (affiliated with Empire Bank and Ozark Mountain Bank) is pleased to announce the hiring of two new Vice Presidents: Janet Cyr Helfrecht, JD and Candice Reed. Click below to read each press release:
Teresa Douglass Hired as Vice President & Relationship Manager in Columbia - September 2014
Columbia, MO – September 2, 2014 – Central Trust Company (affiliated with Boone County National Bank) is pleased to announce the hiring of Teresa Douglass JD, LLM, CPA as Vice President & Relationship Manager with the company’s Columbia office.
“We are again strengthening our commitment to provide the highest level of service to our clients here in the Columbia area by adding a highly respected and client-focused wealth management professional to our team,” said Dave Stepanek, Executive Vice President and Western Regional Manager at Central Trust. “Teresa brings more than 25 years of wide-ranging experience to her role, and will assist us in the management of irrevocable trusts, special needs trusts, and estate administration.”
Click to read the full Press Release
Central Trust & Empire Bank Make $10,000 Donation to Red Cross -
Southern Missouri Region — The American Red Cross in southern Missouri is proud to accept a donation from Central Trust and Empire Bank in the amount of $10,000 to help fund Red Cross’ efforts with the response to the large number of fire disasters in our community.
Click to read the full Press Release
Kevin A. Carey Hired as Vice President & Senior Portfolio Manager -
Central Trust Company (affiliated with Boone County National Bank) is pleased to announce the hiring of Kevin A. Carey as Vice President & Senior Portfolio Manager with Central Trust Company's Columbia location. "We are strengthening our commitment to provide the highest level of service to our Columbia area clients by adding a well-respected and client-focused wealth management professional to our team," said Dave Stepanek, Executive Vice President and Western Regional Manager with at Central Trust.
Click to read the full Press Release
David A. Richards Hired as Vice President & Senior Portfolio Manager at Springfield Location - December 2013
Central Trust Company is proud to announce the hiring of David A. Richards as Vice President & Senior Portfolio Manager with Central Trust Company's Springfield location. "We recognize the importance of a highly qualified and experienced investment team. To bolster that commitment, we are pleased to announce the addition of David Richards. He comes to us with tremendous experience in the wealth management arena and will make an outstanding addition to our team," said Jami Peebles, Executive Vice President & Southern Regional Manager at Central Trust. Click to Read More
Leah Murray Named to Board for the Center for Plant Conservation - November 2013
Central Trust Company and the Center for Plant Conservation are pleased to announce that Leah A. Murray, J.D., Vice President & Wealth Strategist, has been named a trustee of the Center for Plant Conservation. Click to Read More
Jami Peebles Named a 2013 Trusts & Estates Magazine "Practitioner With Heart" Award Winner - October 2013
Central Trust Company is pleased to announce that Jami Peebles, Executive Vice President and Southern Regional Manager, has been named a 2013 “Trust & Estates Practitioners With Heart” national award winner. This is an accolade designed to honor estate-planning professionals who exemplify the highest standards of professionalism, and are active in charitable giving and mentoring. The award was published in the October edition of Trusts & Estates Magazine, which began shipping on September 27.
Click to Read More
Central Bancompany Again Recognized by Forbes - January 2013
For the fourth year in a row, the prestigious business publication, Forbes Magazine, has recognized Central Trust & Investment Company's holding company (Central Bancompany) as one of America's Best Banks in its annual review of the nation's 100 largest financial institutions. Click to Read More
Article by Jami Peebles, Regional Manager of Central Trust in Springfield, Featured in Living Well Magazine - November 23, 2012
Click the link below to view the fall/winter 2012 edition of Springfield's Living Well Magazine. Jami Peebles authored an outstanding article on the subject of estate planning.
Click here to view the full magazine, courtesy of Living Well magazine - Springfield: http://bit.ly/livingwell-nov12
Long-Term Care: Helping Clients Make the Right Choices - November 2012
This article summarizes where long-term care insurance currently stands as an industry, the benefits and costs associated therein, some compelling statistics related to long-term care and much more.
Click the following link to read the article: Long-Term Care: Helping Clients Make the Right Choices
[Link posted with permission by the Financial Planning Association, Journal of Financial Planning, November 2012, Long-Term Care: Helping Clients Make the Right Choices by Karyn L. Neuhauser, Ph.D.. For more information on the Financial Planning Association, please visit http://www.fpanet.org/ or call 1-800-322-4237.]
American Red Cross License Plates Are Helping Others - August 29, 2012
On August 15, 2012 Governor Jay Nixon met with representatives from the American Red Cross and Central Trust & Investment Company to show his support of the Red Cross in Missouri. Due to a generous donation from Central Trust, the $5,000 application fee has been paid, and at this time we are encouraging YOU, our neighbors, family and friends to not only show support visually, but also financially, for the Red Cross in Missouri by being one of the first 200 friends of the Red Cross to apply for this very special plate. It is available now and here is how YOU can get involved! Visit the Department of Revenue online http://dor.mo.gov/forms/1716.pdf%20 and download the application for your plates.
-Click here to read more.
-Click here to view a photo from the bill signing.
-Click here to view a promotional flyer from the American Red Cross.
Central Trust Partners with American Red Cross: Missouri License Plate Initiative Kicks Off at the Capitol - August 13, 2012
This act allows interested individuals to obtain Missouri Chapter American Red Cross specialty personalized license plates. In order to obtain the special license plate, a person must pay a $25 emblem-use contribution to the American Red Cross Trust Fund, submit an application to the Department of Revenue accompanied by an emblem-use authorization statement and pay a $15 fee in addition to regular registration fees.
Click here to learn more: 2012 MO License Plate Initiative (124.2 KB)
Click here to see an example of the new license plate: License Plate Image (293.6 KB)