Tampa
Tiffany Windish, MBA, CFP®
Senior Vice President, Client Advocate
Tiffany Windish will be responsible for serving as the key point of contact for clients and coordinating between investment management, trust administration and client service team members on the client’s behalf. She joined The Trust Company from Creative Planning, Inc., Tampa, FL – an independent wealth management firm where she served as Private Wealth Manager at the national level, working directly with high net worth prospects and clients by building a financial plan and coordinating their personalized team based on the client’s needs. Earlier she worked as an Investment Consultant for several years at TD Ameritrade, New York, NY, developing customized asset allocation strategy and investment solutions for clients. She obtained her Master’s in Business Administration from Tulane University, A.B. Freeman School of Business, New Orleans, LA, her Bachelor of Arts in Sociology from University of Florida, Gainesville, FL and her CERTIFIED FINANCIAL PLANNER® designation from Columbia University School of Professional Studies, New York, NY.
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