Melissa Bruner, CTFA, The Haverford Trust Company

Melissa Bruner, CTFA

Director of Trust Administration

Ms. Melissa Bruner has been with Haverford since 2011. Melissa has more than 15 years of experience in the trust and estate planning industry. As a Director of Trust Administration, Melissa is responsible for administering individual trust accounts, estates, foundations, and is dedicated to the complex administration of Special Needs Trusts and Guardianships.

Contact Information

610.995.8766

Certifications & Education

Rowan University

ABA Special Needs Trust School

ABA Graduate Trust School

Certified Trust & Financial Advisor Certification (CTFA)

Previous Experience

Senior Trust Officer
The Haverford Trust Company

Trust Associate
Wells Fargo Bank, N.A.

Affiliations & Memberships

Member
Philadelphia Estate Planning Council