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Trust & Investments

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Wealth Management and Investments Newsletter

We Take Your Trust Personally

Click on the photo to meet our Trust Advisors

Trust services provided by MEMBERS Trust Company.

Judy Monteleone, CTFA, CFIRS
Trust Officer
800-772-4328, Ext. 1730

Judy has actively managed GECU's portfolio of trust business since 1992 and assumed the fulltime role of Trust Officer in October, 2003.

Judy has pursued her continuing education with persistence and dedication. She graduated from the Cannon Trust Operation School in 1997 and the Texas Trust School at Southern Methodist University in 2003.

In May 2004, Judy graduated from the Cannon Fiduciary and Investment Risk Management School where she received her CFIRS designation. In July 2004, she received her Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. During July, 2005 she graduated from the ABA National Graduate Trust School at Northwestern University.

She is a member of the Institute of Certified Bankers, Fiduciary & Investment Risk Management Association (FIRMA), the El Paso Probate Bar Association, and the El Paso Estate Planning Council.

Trust services provided by MEMBERS Trust Company.

Important Note: Trust products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal.

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