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Neil Schoenblum
Senior Vice President, Wealth Management at First American Trust, FSB
Neil Schoenblum is a highly experienced professional in the wealth management and trust industry. He currently serves as the President and Chief Operating Officer of Preservation Trust Company.12 Prior to his current role, he held the position of Senior Vice President, Wealth Management at First American Trust, FSB from September 2014 to March 2021.3
Professional Background
Neil Schoenblum has an extensive background in trust management and wealth advisory services. His career highlights include:
- Current Role: President and Chief Operating Officer at Preservation Trust Company
- Previous Position: Senior Vice President, Wealth Management at First American Trust, FSB (6 years 7 months)
- Earlier Experience: Senior Trust Officer at Provident Trust Group
Expertise and Reputation
Neil is renowned for his:
- Mastery of Nevada trust law
- Attentiveness to client needs
- Expertise in responding to the unique requirements of settlors, beneficiaries, and their advisors from around the United States and globally1
Professional Affiliations and Leadership
Neil has held significant positions in professional organizations:
- Served as President of the Southern Nevada Estate Planning Council (SNEPC)
- Currently chairs the Nevada branch of the Society of Trust and Estate Practitioners (STEP), the largest organization of estate planning professionals worldwide1
Contributions to the Field
Neil has made notable contributions to the trust and estate planning field:
- Written numerous articles on relevant topics
- Spoken at various conferences
- Participated in many webinars1
His expertise and contributions have earned him high regard in Nevada and global trust and estate planning circles.