Farmers and Merchants Trust Company Expands Presence with New Office
Farmers and Merchants Trust Company's New Santa Barbara Office
Farmers and Merchants Trust Company (FMTC) recently announced an important update as it expands its presence with a new office located in Santa Barbara. This strategic move aims to enhance their connection with the community and uphold their client-focused service model. The company has appointed Salvatore 'Tory' Milazzo as the senior vice president and trust investment manager to lead this office. Tory brings with him a wealth of experience and deep community ties, which are essential for fostering strong relationships with clients.
A Seasoned Professional at the Helm
With over two decades of experience in wealth management, Tory Milazzo is no stranger to the financial sector. He has spent a significant portion of his career as a senior portfolio manager at a national bank, where he honed his expertise in fiduciary services. His commitment to excellence is further demonstrated through his roles on various boards, including chair of the Santa Barbara Museum of Natural History and president of the St. Francis Foundation. Tory's background allows him to navigate the complexities of financial management with a client-first approach.
Commitment to Exceptional Client Service
Tory Milazzo's appointment comes as part of FMTC's commitment to evolving its services. The Walker family, who are instrumental in the company's legacy, expressed their enthusiasm about Tory joining their team. Christine Walker-Bowman, executive vice president and COO, stated, "The Walker family is proud to have Tory join us and help carry forward our tradition of relationship-focused service." This sentiment highlights the company's dedication to strengthening community ties through personalized service.
Fostering Local Relationships
The new Santa Barbara office, set to open mid-July, represents FMTC’s growth and ongoing commitment to serving the region. Milazzo’s local roots and understanding of the community enhance FMTC's mission to provide tailored solutions to clients' needs. This new location will be instrumental in expanding their trust and wealth management practices not just within Santa Barbara County but throughout the entire Central Coast region.
Upholding Tradition While Embracing Growth
Tory expressed his excitement about the values at FMTC that drew him to the organization. "What appealed to me were the core values linked to the Walker family legacy—integrity and putting service above self," he said. He recognizes the importance of maintaining the company’s tradition of offering outstanding, personalized service, which has set FMTC apart from larger, less personal financial institutions. This commitment to 'white-glove' service will continue to define the culture at the new Santa Barbara office, ensuring that clients receive the highest level of care and attention.
About Farmers and Merchants Trust Company
Founded in 1920, Farmers and Merchants Trust Company is the oldest continuously operating trust company in California, serving families for over a century. With a strong foundation of approximately $6.5 billion in assets under management, FMTC specializes in providing comprehensive personal trust and professional investment management services. The focus on tailor-made solutions for individuals, families, non-profit organizations, and businesses underscores their commitment to sustaining long-term, meaningful relationships with clients, setting them apart from typical larger financial entities that often prioritize a more automated, less personalized approach.
Frequently Asked Questions
What is the purpose of the new Santa Barbara office?
The new Santa Barbara office is aimed at enhancing community connections and providing a client-focused experience through personalized wealth management services.
Who is Salvatore "Tory" Milazzo?
Salvatore "Tory" Milazzo is the newly appointed senior vice president and trust investment manager for FMTC, bringing over 20 years of wealth management experience.
What are FMTC's core values?
The core values of FMTC include integrity and a service-first mentality, which are rooted in the Walker family legacy.
How does FMTC differentiate itself from larger financial institutions?
FMTC prioritizes building lasting personal relationships with clients, offering tailored solutions rather than relying solely on virtual and automated models often used by larger firms.
What are FMTC's specialties?
FMTC specializes in full-service personal trust and investment management, providing customized solutions for a diverse clientele that includes individuals, families, non-profits, and businesses.
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