Meet Our Team / Kristen Mallory
CTFA — Vice President/Trust Officer
Kristen has more than two decades of experience with local community & regional bank trust divisions. A Certified Trust and Financial Advisor, she handles personal trusts, special needs trusts, estates, guardianships, and agency account administration. Kristen works with clients to ensure their wishes are carried out in regards to investments and distributions.
Kristen is also highly involved in her local community, having served as a member of the following organizations over the past two decades: The Caring Place (President, Treasurer, Board Member); Boys & Girls Club (Board Member); Valparaiso Rotary Club (Board Member, Committee Chair); Open Door Health Center (Treasurer, Board Member); Valparaiso Family YMCA (Fundraising Committee); Porter County United Way (Allocation Committee); and La Porte County Leadership.
- Office: (219) 755-6110 Ext. 1882
- Email: email@example.com
600 E. 84th Avenue
Securities and insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.
Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.