Dawn Wilson joined Peak Trust Company in early 2024 as a Fiduciary Officer, bringing with her a wealth of knowledge and expertise in trust administration. In this role, Dawn is responsible for the administration of trust accounts in accordance with the terms of the governing instruments and in a manner consistent with the needs of the beneficiaries and remaindermen. She leverages her extensive experience in trust administration, client service, and compliance to ensure the highest level of fiduciary care for Peak’s clients.
With over 25 years of experience in the financial services industry, Dawn has honed her skills in trust administration and relationship management. Prior to joining Peak, Dawn served as an Asset Protection Trust Officer, where she administered a wide variety of trusts, including Nevada Self-Settled Spendthrift Trusts (DAPTs), Beneficiary Defective Inheritor’s Trusts (BDITs), Dynasty Trusts, Nevada Incomplete Gift Non-Grantor Trusts (NINGs), Grantor Trusts, and Directed Trusts. Her deep understanding of these complex trust structures allows her to provide tailored solutions to meet the unique needs of each client.
Throughout her impressive career, Dawn has held progressive roles in trust administration and relationship management, serving as Vice President, Trust Officer, and Relationship Manager at various respected financial institutions. Her experience includes supervising staff, coordinating day-to-day service needs, supporting new business and account transitions, and actively participating in client events and conferences. Dawn’s hands-on approach and dedication to building strong client relationships have earned her a reputation as a trusted advisor in the industry.
With her strong background in trust administration, client service, and compliance, Dawn is well-equipped to provide exceptional fiduciary services to Peak Trust Company’s clients. Her meticulous attention to detail, combined with her commitment to understanding each client’s unique situation, ensures that their trust accounts are managed with the utmost care and professionalism. Dawn’s passion for helping clients achieve their financial goals, coupled with her extensive experience, make her an invaluable member of the Peak team.
