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R. David Zaragoza, CTFA |
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Trust Officer |
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Email: DZaragoza at NationalAdvisorsTrust dot com |
National Advisors Trust |
10881 Lowell Ave, Suite 100
Overland Park, KS 66210 |
| (913) 234-8221 |
David joined National Advisors Trust Company on October 10, 2003. David is a lifelong resident of the Kansas City metro area. He attended Rockhurst High School, a local college prepatory school, and Rockhurst University where he attained his BSBA in Marketing. David is also a recent graduate of Cannon Trust School. Cannon is the leading financial services education provider in the United States. David earned his Certified Trust and Financial Advisor (CTFA) designation after completing the three year Cannon Trust School program and passing the Institute of Certified Bankers (ICB) CTFA exam. David also brings with him ten years of banking experience with the last four years spent concentrated on trust administration. David is responsible for the day-to-day administration of the trust accounts under which National Advisors Trust serves as Trustee and the Envestnet relationships. |
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