Fort Worth, TX – Lone Oak Trust Company is pleased to announce the promotion of Tod Miller to Chief Fiduciary Officer. Miller joined the company in May 2023 and previously served as the Senior Vice President of Trust Administration. Miller will continue to oversee the firm’s fiduciary practice and provide guidance and support on specific client accounts.
“Tod Miller’s expertise and extensive knowledge have proven to be invaluable to the success of Lone Oak Trust Company. We are honored to have him as a colleague and a leader of the firm,” said Lone Oak Trust Company’s CEO, Kate Lummis.
About Lone Oak Trust Company
Lone Oak Trust Company (“LOTC”) is a private wealth management firm founded on a Texas charter and is located in Fort Worth, Texas. LOTC provides fiduciary services for individual investment accounts, trust accounts, and estate accounts. The company does not have any in-house investment products, keeping them conflict free and able to fit in to existing family and business relationships. Most importantly, Lone Oak Trust Company provides continuity of administration over generations and welcomes the opportunity to work with you and your family.
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