Wendy Stone
Executive Vice President, Senior Fiduciary & Trust Officer at Virginia National Bank | Charlottesville, Virginia, United States
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Wendy Stone serves as the Executive Vice President of Trust & Estate Services at Virginia National Bank, where she leverages her extensive background in business law and management to enhance the bank's fiduciary offerings. With over 25 years of experience, Wendy has honed her expertise in corporate formation, governance, and compliance, positioning herself as a trusted advisor in the realms of estate planning and corporate fiduciary administration. Her role encompasses a diverse array of responsibilities, including client management and development, where she cultivates strong relationships with clients to understand their unique financial needs and objectives.
Wendy is instrumental in overseeing the bank's trust and estate administration processes, ensuring that all fiduciary activities adhere to stringent legal and regulatory standards. Her proficiency in legal drafting and review is critical in the creation of comprehensive estate plans that align with clients’ long-term goals. Additionally, she manages litigation matters, providing strategic oversight to mitigate risks and protect the bank's interests.
Currently, Wendy is leading key projects aimed at enhancing the bank's wealth management services, focusing on integrating innovative solutions that cater to the evolving needs of high-net-worth individuals and families. Her skills in mergers and acquisitions, private equity, and securities further bolster her capacity to navigate complex financial landscapes, ensuring that Virginia National Bank remains a leader in trust and estate services. As a member of the Virginia State Bar, Wendy is committed to upholding the highest standards of legal compliance and corporate governance, making her an invaluable asset to both the bank and its clientele.
Executive Vice President, Senior Fiduciary & Trust Officer at Virginia National Bank in January 2014 to Present
Board Member at Big Brothers Big Sisters of the Central Blue Ridge in January 2021 to January 2024
Board Member at Beaver Creek Sculling in January 2019 to January 2022
Parent Advisory Board Member at University of Virginia Curry School of Education in January 2019 to January 2022
Of Counsel at LiveArts in January 2012 to October 2014
Partner at Williams Mullen in February 2011 to January 2014
Founding Board Member and Managing Director at Ballet Virginia International in March 2008 to September 2011
Assistant General Solicitor at Norfolk Southern Corporation in January 2002 to January 2004
Associate Attorney at Williams Mullen in January 1996 to January 2000
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Corporate Law
Mergers & Acquisitions
Contract Negotiation
Corporate Governance
Business Formation
Estate Planning
Mergers
Private Equity
Securities
Legal Writing
Legal Research
Trusts and Estates
Personal Trust Administration
Estate Administration
Trust Management
Trust Services
Trustee
Wealth Management Services
Legal Compliance
Fiduciary Services
Fiduciary Management
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Discover more about Virginia National BankWhat is Wendy Stone email address?
Email Wendy Stone at [email protected] and [email protected]. This email is the most updated Wendy Stone email found in 2026.
What is Wendy Stone phone number?
Wendy Stone phone number is +14344099429 and +15402806094.
How to contact Wendy Stone?
To contact Wendy Stone send an email to [email protected] or [email protected]. If you want to call Wendy Stone try calling on +14344099429 and +15402806094. (updated on September 13, 2024)
What company does Wendy Stone work for?
Wendy Stone works for Virginia National Bank
What is Wendy Stone's role at Virginia National Bank?
Wendy Stone is Executive Vice President, Senior Fiduciary & Trust Officer
What industry does Wendy Stone work in?
Wendy Stone works in the Banking industry.
Wendy Stone Email Addresses
Wendy Stone Phone Numbers
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