Phyllis Joe Email & Phone Number
Vice President, Head of Wealth and Estate Strategy @ Legacy Trust Administration Services Inc.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Phyllis Joe Location
- Houston, TX, US
Phyllis Joe Work
- Vice President, Head of Wealth and Estate Strategy @ (April 2026 - Present)
- Vice President, Trust Officer @ (July 2021 - March 2026)
- Senior Vice President, Senior Wealth Planner, Shareholder @ (January 2021 - June 2021)
- Vice President, Lead Wealth Planner, Shareholder @ (October 2018 - January 2021)
- Client Relationship Officer @ (November 2017 - September 2018)
- Estate Planning Attorney @ Fizer Beck Webster Bentley & Scroggins (June 2013 - October 2017)
- Legal Counsel and Board Member @ (April 2011 - February 2013)
- Associate Attorney @ The Law Offices of Thomas Donohue (January 2010 - July 2012)
Phyllis Joe Education
- Georgetown Law
LL.M. in Taxation (with distinction) (Certificate in Estate Planning)
2012-2013 - The George Washington University Law School
Juris Doctor
2006-2009 - The George Washington University
BA (cum laude)
2001-2005 - St. Andrew's Episcopal School 1996-2001
Phyllis Joe Skills
- Trusts
- Powers of Attorney
- Charities
- Estate Planning
- Tax Law
- Charitable Gift Planning
Phyllis Joe Summary
- Phyllis Joe, based in Houston, TX, US, is currently a Vice President, Head of Wealth and Estate Strategy at Legacy Trust Company, N.A.. Phyllis Joe brings experience from previous roles at Legacy Trust Company, N.A. and Sentinel Trust Company, LBA. Phyllis Joe holds a 2012 - 2013 LL.M. in Taxation (with distinction) in Certificate in Estate Planning @ Georgetown Law. With a robust skill set that includes Trusts, Powers of Attorney, Charities, Estate Planning, Tax Law and more. Phyllis Joe has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Phyllis Joe?
Find contact details for 700 million professionals.
Top Legacy Trust Administration Services Inc. Employees
Steve Sprengnether
President and Chief Investment Officer
Houston, TX, US
Saadia Jaleel
Human Resources Director
Houston, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co