Phyllis is the Chief Operating Officer and Director of Wealth Management at LeTort Trust. Phyllis is responsible for the strategic direction and overall management of the Wealth Management and Personal Trust business. She is a certified financial planner (CFP). She is a graduate of Central Atlantic School of Trust, the National Endowment for Financial Education, and the Institute for Divorce Financial Analysts. Phyllis has more than 20 years of wealth management industry experience. She is a member and past President of the Estate Planning Council of Central PA.
