Kristen Mallory, CTFA, ATFA
Vice President & Senior Trust Officer
Merrillville, Indiana 46410
About Me:
Kristen is a Certified Trust and Financial Advisor (CTFA) and an Accredited Trust and Financial Advisor (ATFA) with over 30 years of experience in the Trust and Financial Services industries. Kristen handles personal trusts, special needs trusts, guardianships, and investment agency accounts. As Senior Trust Officer, Kristen is responsible for handling the larger, more complex relationships within the department and leading a team of trust professionals.
Kristen has worked and served in a variety of organizations over the past three decades: The Caring Place (President, Treasurer, Board Member); Boys and Girls (Board member); Valparaiso Rotary Club (Board Member, Committee Chair); and Open Door Health Center (Treasurer, Board Member). Kristen remains active today in her local community.
Disclosures
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Located at: 600 E 84th Avenue Merrillville, IN 46410
Phone: (844) 755-6600
Centier Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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