Margot Warner

Client Relations at Avalon Trust - N/A, , US

Margot Warner's Colleagues at Avalon Trust
Stacey Pinkwater

Senior Client Service Administrator

Contact Stacey Pinkwater

Julia Peters

Chief Counsel & Partner

Contact Julia Peters

Nora Miller

Vice President, Senior Trust Officer

Contact Nora Miller

Rhonda Petty

Client Service Manager

Contact Rhonda Petty

Dan Burns

Portfolio Manager & Investment Analyst

Contact Dan Burns

View All Margot Warner's Colleagues
Margot Warner's Contact Details
HQ
505-983-1111
Location
Santa Fe,New Mexico,United States
Company
Avalon Trust
Margot Warner's Company Details
Avalon Trust logo, Avalon Trust contact details

Avalon Trust

N/A, , US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Avalon was formed in 1998 to serve individuals and families seeking a trusted partner who would clarify all aspects of their personal wealth. They wanted pioneering socially and environmentally sound investment ideas backed by diligent research. An advisor who would ask the right questions and listen to their answers. A relationship with long term alignment. They found that partner in Avalon. Today we manage over one billion dollars in assets for clients around the world from our offices in Santa Fe, New Mexico, the New York area, and Portland, Oregon. While the industry is shifting toward consolidation and mega-institutions, Avalon has chosen the path of independence — of ownership, of thought, of practice.

Banking Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Avalon Trust
Frequently Asked Questions about Margot Warner
Margot Warner currently works for Avalon Trust.
Margot Warner's role at Avalon Trust is Client Relations.
Margot Warner's email address is ***@avalontrust.com. To view Margot Warner's full email address, please signup to ConnectPlex.
Margot Warner works in the Investment Management industry.
Margot Warner's colleagues at Avalon Trust are Stacey Pinkwater, Ariel Brunn, Cody Cravens, Julia Peters, Nora Miller, Rhonda Petty, Dan Burns and others.
Margot Warner's phone number is 505-983-1111
See more information about Margot Warner