The Heritage Trust team is focused on service, not sales. Our team of professionals possess the skills and experience to manage your family’s wealth and legacy according to your wishes. Our team approach also means every member of our team is dedicated to your success, and you’ll always be able to find assistance when you need it.
Fred E. Winter
President, Chief Executive Officer, CPA
Cash Manager & Compliance Coordinator
HFO Manager & Staff Accountant
Team Coordinator & Trust Account Administrator
Our BOARD OF DIRECTORS
The Heritage Trust Board of Directors oversees the health of the business, insuring that Heritage Trust is in compliance with all legal requirements and sound business practices, including, but not limited to, the safeguarding of client assets and account information.