Weyl arrives at the Tampa-based firm with nearly two decades of experience, having previously served as a Senior Private Wealth Fiduciary Strategist at Comerica Bank and Trust. Her track record includes executive roles at RBC Trust Company and leadership positions at Citigroup Trust and Charles Schwab Bank. At Members Trust Company, she will collaborate with advisors and centers of influence to navigate complex estate and trust requirements.
Anna C. Weyl Joins Members Trust Company to Lead Wealth Strategy
Anna C. Weyl, a veteran in trust administration and fiduciary strategy, has been appointed Senior Vice President and Wealth Management Consultant at Members Trust Company. Tasked with expanding the firm's reach across the Great Lakes and Northeast, she will focus on delivering tailored financial solutions for ultra-high-net-worth clients.
Chief Growth Officer Jason P. Liu highlighted her technical mastery in tax and fiduciary structuring as a primary driver for the hire. Beyond her corporate career, Weyl holds a Master of Laws in Taxation from Villanova University and is a Certified Trust and Fiduciary Advisor. She has also served on the board of The Community Coalition in Phoenixville, Pennsylvania, contributing to the distribution of over $8 million in local community support. Her appointment signals a strategic push by the firm to bolster its high-end wealth management offerings for discerning advisor partners.
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