My name is Jonathan Kelly, and I’d like to start by introducing myself.
I have nearly 20 years of experience working in Trust Services, with the last year and half at the Principal Financial Group®. In my first two weeks, I traveled from my home office in Dallas, Texas, to Wilmington, Del., to meet the rest of my new team at Principal Trust CompanySM where I had just taken a position as the Business Development Director.
Then, it was back to Dallas to get acclimated and meet my colleagues from The Principal® Career Distribution team, the managers, wholesalers and staff I also work with on a regular basis. After that, I shipped out for Des Moines, home of The Principal corporate headquarters, to meet Eddie (the loveable hero of our TV commercials), and OK, some other important folks, too.
That’s the way I roll on a regular basis, constantly on the road developing new relationships and supporting advisors when client needs call for a trust solution. What is a trust? How do Trust Services fit in with the other financial products and services you might be more familiar with?
That’s why I’m here. Blogging might still seem a little out there for the financial services industry, but the advisors, business owners and individuals we work with are on the go like me, and they need help sorting out the complexities of the financial world we live in today.
That’s what we’re in the business of doing at The Principal.
By following my blog, you will get insights on the latest industry trends, learn how The Principal is working to address our customers’ needs and provide answers to your Trust Services questions.
I’ll do everything I can to help you make educated financial and estate planning decisions. Next post, I’ll get into more of the specifics about how Trust Services work and the variety of places they show up in the financial world.
Jonathan Kelly is Director Business Development-Trust at Principal Trust CompanySM.
Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company, a member of the Principal Financial Group®, Des Moines, IA 50392.
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that none of the member companies of The Principal are rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.