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Attorney Julia Walsh Hanlon Joins Lake Ridge Bank

Julia Hanlon

Attorney Julia (Walsh) Hanlon brings her expertise in trust administration and estate planning to the Wealth Management team at Lake Ridge Bank.

“Julia has both the in-depth knowledge and the patient, compassionate personality for being an outstanding personal trust officer,” shares Daniel Savage, senior vice president and senior trust officer at Lake Ridge Bank, as well as the long-time leader of the wealth management group. “I can’t think of any higher praise than the fact we chose her to handle my own daughter’s estate plan. I have seen first-hand how she takes care of people with grace and empathy.”

As senior personal trust officer, Hanlon will supervise the close-knit group of trust officers at the bank, as well as play an important role in modeling and maintaining strong client relationships. A graduate of University of Wisconsin Law School, Hanlon specializes in trust administration and estate planning. She can assist clients in both English and Spanish. She is also part of the National Professional Advisor Network for the American Cancer Society and has experience with Sports & Entertainment Law.

Hanlon’s hire is part of an overall plan that builds on the bank’s strong foundation for serving our region with comprehensive trust administration and estate planning.

“Bringing Julia on board provides exciting opportunities for intentional and strategic growth,” explains Jordon Geiger, senior vice president and senior trust officer at Lake Ridge Bank. “Her ability and experience in serving populations who might need extra time and attention simply reinforce our team’s culture of going above and beyond.”

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August 25, 2023/by Hannah Flanders
Tags: Bulletin Board, Member News
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https://www.wisbank.com/wp-content/uploads/2021/09/Untitled-3_Light-Blue.jpg 972 1920 Hannah Flanders https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Hannah Flanders2023-08-25 07:30:572023-08-25 07:30:57Attorney Julia Walsh Hanlon Joins Lake Ridge Bank
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