
Penny Bunch
Wealth Advisor & Trust Services
Penny’s four-decade career in wealth management has focused on administering trusts and estate plans for people and families with multigenerational wealth. For a wide variety of trusts established by LNW clients, she works closely with the LNW investment and tax strategy teams to ensure each trust functions optimally in terms of longevity, taxes, distributions and carrying forth the family legacy.
To her work, Penny brings 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. This expertise enables her to partner effectively with clients’ outside attorneys and accountants to fine-tune all aspects of an existing or future trust so that it operates as intended, often over many generations.
An important aspect of Penny’s work is getting to know the younger people within client families so she can serve as a sounding board and advisor, as needed. Having worked at LNW Trust Services her entire career, a fulfilling aspect of Penny’s work is the close relationships she has forged over the years with multiple generations within LNW families.
- Certified Trust and Fiduciary Advisor (CTFA)
- Accredited Trust and Fiduciary Advisor (ATFA)
- Honors Graduate of Cannon Financial Institute
Travel, especially ocean cruises and off-the-beaten-path road trips on motorcycle.