Because Glenview Trust is a local, closely-held company with employee ownership, our professionals act and think differently. We are not accountable to a headquarters in a distant city, which allows us to effectively and efficiently accommodate our clients'​ unique situations. Because our trust professionals do not sell any proprietary products, we provide customized solutions that are in our client's best interest - not ours.

We know that effective wealth management is dynamic. No two strategies are the same at Glenview Trust. We offer custom wealth management solutions to fit your individual needs. Whether you are an individual investor, part of a family partnership, business owner, retiree or professional, our trusted experts can provide you with specialized wealth management solutions.

Professional Services

The Glenview Trust Company

Scott Neff

Bill Stone Cfa, Cmt (石比尔)

Ann Georgehead

Anuj Rastogi

The Client Services Team at The Glenview Trust Company is dedicated to ensuring a seamless and personalized experience for each client. They provide specialized support by addressing inquiries, managing relationships, and coordinating customized wealth management solutions that align with individual client needs, fostering trust and satisfaction throughout the service journey.

Client Services Team

Leadership Team

Legal Team

Investment Management Team

Client Services Team

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Other teams at The Glenview Trust Company

Leadership Team

Legal Team

Investment Management Team