First American Trust Celebrates 20 Years of Fiduciary Excellence, Philanthropy in San Diego

SAN DIEGO - Dec. 2, 2014 - PRLog -- First American Trust is celebrating two decades of providing investment management, trust, wealth planning and retirement plan services to high net-worth clients in San Diego. Over that time, the company has contributed greatly to the local community and its economy.

A wholly-owned subsidiary of First American Financial Corporation , First American Trust is a client-focused investment management firm with a history of fiduciary excellence serving  high net-worth individuals, families, foundations and businesses throughout the United States. With more than $3 billion under administration, First American Trust has a newly opened Las Vegas office, as well as a presence throughout Southern California.

“We are thrilled to celebrate this milestone anniversary,” said Kelly Dudley, president of First American Trust. “The economy has ebbed and flowed for two decades, and we have seen many institutions come and go from the marketplace. The First American Trust family is proud to have provided dependable, unwavering service to our San Diego clients throughout the entire 20-year span.”

"I have received exemplary service from the staff in the San Diego office of First American Trust. They are always accessible, and I have complete confidence in their knowledge and expertise," said Albert E. Trepte, who, with a relationship that spans over 14 years, is one of the longest standing clients in the San Diego office. "Over the past 20 years, other financial organizations have come and gone, but First American Trust has remained consistent and reliable during the most volatile of times."

First American Trust’s San Diego office opened in the spring of 1994, and moved to its current La Jolla Village Drive location in 2005.

“We are so grateful for the relationships we have developed in the San Diego area. It is an honor to receive the community’s hospitality and trust,” said Leslie Hayes Carrillo, vice president and 18-year veteran at the firm’s San Diego office.

Throughout its 20-year history in San Diego, First American Trust has played an active role in local philanthropic efforts, including providing support for the following charitable endeavors: Susan G. Komen Race for the Cure, The Alzheimer's Association Walk to End Alzheimer’s, San Diego Yacht Club Sailfest Regatta, Balboa Park December Nights, Rancho Bernardo Historical Society, Old Globe, Visa Hill Foundation and the Rady Children’s Hospital Estate Planning Council.

“First American Trust has been a true partner in our mission to bring the arts to the San Diego region,” said Michael Murphy, managing director of the Old Globe, one of the oldest and most renowned regional theatres in the nation. “For more than 75 years, we have produced world-class performance art, and our longevity is largely due to the generosity of our supporters such as First American Trust.”

Since 1998, First American Trust has supported the Alzheimer’s Association Walk to End Alzheimer’s, the world’s largest event to raise awareness and funds for Alzheimer’s care, support and research. First American Trust supports the annual event through volunteering and donations.

“Each year, First American Trust is eager to put together a team to join the fight against Alzheimer’s and support our walk in San Diego,” said Mary Ball, president and CEO of the Alzheimer’s Association San Diego and Imperial County Chapter. “We look forward to continuing our alliance with them as we fight this disease together.”

About First American Trust

First American Trust is a wholly-owned subsidiary of First American Financial Corporation . For more than 50 years, First American Trust has provided comprehensive financial planning, investment management and trust services on a local, full-service basis.

First American Trust is based in Southern California and has more than $3 billion under administration. For more information, visit www.firstamtrust.com.

About First American

First American Financial Corporation  is a leading provider of title insurance, settlement services and risk solutions for real estate transactions that traces its heritage back to 1889. First American also provides title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust and investment advisory services. With revenues of $5.0 billion in 2013, the company offers its products and services directly and through its agents throughout the United States and abroad.  More information about the company can be found at www.firstam.com.