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LeeAnn Bareswilt

Senior Trust Officer

LeeAnn Bareswilt joined Western Reserve Trust Company as a Senior Trust Officer. LeeAnn is responsible for assisting clients and beneficiaries with expert advice on trust and estate matters. In this role she assists clients with the creation and implementation of trust in coordination with their outside legal counsel and oversees the administration of existing trusts.  Further, LeeAnn collaborates with outside investment management firms to choose appropriate asset allocation targets based on the long-term financial goals and best interests of trust beneficiaries, ensuring that sound fiduciary judgement is followed. 

LeeAnn, a lifelong resident of Cincinnati, obtained her bachelor's degree from Mount St. Jospeh University in Cincinnati, OH. LeeAnn also completed Cannon Financial Institute’s Trust School I, II and III and in 2019 obtained a Certified Trust and Fiduciary Advisor (“CTFA”) certification from the American Bankers Association.

LeeAnn comes to Western Reserve Trust Company with over 20 years of experience. She began her career working as a paralegal at a small boutique law firm in downtown Cincinnati and eventually created her own LLC assisting clients and other local law firms to assist families, including families with closely held businesses, in creating and executing estate plans tailored to their specific needs. LeeAnn enjoys working closely with families, helping them navigate through the estate and trust administration process.  

Outside of work LeeAnn enjoys spending time outdoors, attending concerts and cheering for the Notre Dame Fighting Irish!

 

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