Phyllis Joe Email & Phone Number
Vice President, Trust Officer @ Legacy Trust Administration Services Inc.
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Phyllis Joe Location
- Houston, TX, US
Phyllis Joe Work
- 2021 -now Vice President, Trust Officer @
- 2021 -2021 Senior Vice President, Senior Wealth Planner, Shareholder @
- 2018 -2021 Vice President, Lead Wealth Planner, Shareholder @
- 2017 -2018 Client Relationship Officer @
- 2013 -2017 Estate Planning Attorney @ Fizer Beck Webster Bentley & Scroggins
- 2011 -2013 Legal Counsel and Board Member @
- 2010 -2012 Associate Attorney @ The Law Offices of Thomas Donohue
Phyllis Joe Education
- Georgetown University Law Center
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, Trust Officer at Legacy Trust Company, N.A.. Phyllis Joe brings experience from previous roles at Sentinel Trust Company, LBA and Fizer Beck Webster Bentley & Scroggins. Phyllis Joe holds a 2012 - 2013 LL.M. in Taxation (with distinction) in Certificate in Estate Planning @ Georgetown University Law Center. 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.
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Phyllis Joe
Vice President, Trust Officer
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