Customized solutions to meet your unique needs.
Our experienced Fiduciary Bankers understand the unique deadlines and responsibilities you’re required to meet each day as a custodian of your client's assets. Come to us, and we’ll execute your requests with the highest degree of accuracy, care and personalized service.
Details
Our Fiduciary Banking team has expertise in these products:
- Guardianships
- Conservatorships
- Special Needs Trusts
- Court Blocked Accounts
- IOLTA
- Attorney Client Trusts
- VA Federal Fiduciary
- Trust Accounts
- CDARS
- Client Education Assistance
- Tribal Conservatorship
Accounts
Contact a Professional
Nationwide
Kathy Meredith
1st Vice President/Fiduciary Banking Manager
NMLS# 710179
Phone: 909.583.2203
Mobile: 909.969.3076
kmeredith@ppbi.com
Rebecca Johnson
Fiduciary Banking Representative