Trust & Wealth Management

The Trust and Wealth Management major was established in 1968 to enable students to develop the fiduciary skills that will help them to succeed in the wealth management arena.  Students are expected to gain expertise in the following core areas:  personal financial planning, estate and trust administration, risk management, insurance, compliance, portfolio management, tax planning, and sales.  The program is oriented toward providing the skill set necessary for positions within the wealth management field.  Practically all trust majors have the opportunity to complete one or more paying summer internships with institutions such as Bank of America, Wells Fargo, PNC, National City Bank, BB&T , First Citizens Bank or Merrill Lynch Trust.  These internships are located across the US including cities such as New York, Boston, Chicago, Dallas, and Atlanta.

Trust & Wealth Management Catalog

Click here to view the Trust & Wealth Management Catalog

Contact Us

LFSB Undergraduate Programs
Somer Johnson
(910) 893 - 1380

PGA Golf Management
Matt Roberts
(910) 814 - 5702

LFSB Graduate Programs
(910) 814 - 4308


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