June 2, 2011, SANTA ANA, Calif.
First American Trust announced today that Kimberly Dwan Bernatz has been named senior vice president.
In this role, Bernatz will serve as the director of wealth management sales and marketing for the Trust company and oversee the team of wealth management advisors and all business development and marketing initiatives.
Bernatz, who has been with First American for 10 years, has served in the capacity of vice president, wealth management advisor for the duration of her career at First American. In that role, she was responsible for working with high net-worth individuals, families and foundations to assist them with building and implementing plans for their investment management, trust and overall financial planning needs.
Prior to joining First American, Bernatz served in a similar capacity as vice president of business development at Northern Trust Company in Newport Beach, Calif.
“Kimberly has been a valued member of the First American Trust wealth management team for over a decade and she has been a significant contributor to the overall growth of our client base and revenue. We look forward to her leadership and guidance as she steps into her new role managing our team of wealth management advisors and implementing initiatives that will help us grow the business,” said Kelly Dudley, president of First American Trust.
Bernatz is Membership Chair of University of California-Irvine’s Center for Investment and Wealth Management and past Chairman of the Board of Pacific Chorale. In addition, she is a member of the Hoag Hospital Foundation’s Endowment and Planned Gifts Committee, a member of the Orange Coast Estate Planning Council and an advisory council member for the Assistance League of Newport Mesa.
She holds a bachelor’s degree in political science from the University of Southern California and is a CERTIFIED FINANCIAL PLANNER™ professional.