Sandy Merrick is the Senior Trust Administrator. She has been with the company for 23 years and has over 40 years of experience in the Trust and Wealth Management industry.
She is responsible for the daily processing of transactions for the accounts and maintaining client records on the various in-house systems used. As a member of the Wealth Management Fiduciary Committee, she reviews accounts to ensure that they are being managed and invested in meeting the needs of the individual client. She has received the Certified Trust Operations Professional certification and the Certified IRA Services Professional certification.
In her spare time, she likes to spend time with her family.
Office Address: 2353 Alexandria Dr # 100, Lexington, KY 40504.