WILMINGTON, Del.--(BUSINESS WIRE)--Arden Trust Company (Arden Trust), a limited purpose trust company under the ownership of Kestra Holdings, today announced the appointment of Theresa de Leon as National Director of Sales.
De Leon has a proven track record of building and supervising successful teams, and over 20 years of experience in trust services and wealth management. In this role, she will build a team of sales executives focused on deepening relationships with RIA firms, brokerage houses, centers of influence, and Kestra Holdings-associated partners. De Leon will report directly to President Doug Sherry.
“Arden Trust has a proud history of providing superior trust advisory solutions through a client-centric experience,” said de Leon. “I am delighted to be joining a highly credentialed team focused on delivering exceptional service and helping clients achieve their life goals, mission, and legacy.”
Previously, de Leon served as National Director of Private Wealth at Comerica Bank. She grew new client acquisitions 22% year-over-year and trust sales 37% year-over-year. De Leon also spent 13 years at PNC Financial Services Group, rising from Senior Relationship Manager to SVP and Regional Director of Wealth Management in the Eastern Corridor.
“Theresa has a highly accomplished career leading successful sales teams coupled with extensive experience partnering with financial professionals to provide trustee services to their clients,” said Doug Sherry, President of Arden Trust. “As we shift focus to new areas of growth within Arden Trust, Theresa’s passion, expertise, and industry knowledge will be integral to our success.”
De Leon received her Bachelor of Arts in economics from Yale University and her master’s in accounting from New York University. She also earned her Juris Doctor from New York Law School.
About Arden Trust Company
Arden Trust Company (Arden Trust) is a Wilmington, Delaware-based limited purpose trust company with more than $10 billion in assets under administration. Arden Trust has more than 100 employees in seven locations and accepts appointments as Agent for Trustee/Guardian/Executor, Co-Trustee, Custodian, Discretionary Trustee, and Directed Trustee for all types of personal trust accounts. Arden Trust specializes in working with financial advisors to offer trust services that preserve the advisor/client relationship, administering more than 5,000 trust accounts, including Private Foundations and Special Needs Trusts.
About Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LLC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisors, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
