Penny Bunch

Senior Wealth Analyst & Trust Services

Penny collaborates with LNW experts in investments, trusts and estate planning to administer trusts that function optimally for clients and their beneficiaries. She is involved in all aspects of trust management and planning, including working closely with LNW wealth managers to create, implement and monitor investment portfolios within trusts, to maintain the appropriate asset allocation strategy, and to propose solutions that enhance the overall client relationship.

With more than 35 years of experience in trust administration, Penny has a deep understanding of the operational aspects of trusts, which ultimately determine their effectiveness in multigenerational wealth transfer in line with family needs and goals. Having worked at LNW or predecessor firms her entire career, a fulfilling aspect of Penny’s work is the close relationships she has forged with multiple generations within LNW families.

Problems are only opportunities in work clothes.
- Henry J. Kaiser
Designations and Education
  • Certified Trust and Financial Advisor (CTFA)
  • Accredited Trust and Fiduciary Advisor (ATFA)
  • Honors Graduate of Cannon Financial Institute
Personal Passion

Travel, especially ocean cruises and off-the-beaten-path road trips on motorcycle.