Greenleaf Trust Delaware is proud to announce the promotion of Wendy Cox, JD, CTFA to director of personal trust – chief fiduciary officer. Wendy’s responsibilities include providing fiduciary expertise and practical trust insights for all Delaware fiduciary matters. Her role includes coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She is also responsible for day-to-day account oversight, fiduciary compliance and directing our team of trust officers to ensure our clients receive remarkable service. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a designated Certified Trust and Financial Advisor.
Dawn Moore has been promoted to vice president, senior trust officer. Dawn is responsible for day-to-day trust administration and fiduciary compliance in the state of Delaware. She has over 20 years’ experience providing trust and estate administration to individuals and families at all stages of life. Dawn’s background includes specialty assets, family office operations, and management of middle office operations. She is actively involved in giving back to her community and volunteers her time and expertise. Dawn is a graduate of Wesley College, and Cannon Trust School.