LASSUS ELECTED TO BOARD OF NATIONAL ADVISORS TRUST
Diahann W. Lassus, CPA, CFP®, and President of Lassus Wherley has been elected to the Board of Directors of National Advisors Trust Company, FSB. Over 135 of America’s finest independent financial advisory firms have created the holding company that operates National Advisors Trust.
The founders of National Advisors Trust are located nationwide and manage more than $60 billion in total client assets. Due to concerns over declining service levels, higher costs and widespread consolidation of banks, brokerage firms and other financial institutions, these financial advisors created National Advisors Trust, an advisor owned, federally-chartered trust company.
Diahann currently serves on the Rothman Institute of Entrepreneurial Studies Advisory Board, the International Institute of NJ Advisory Board and the Center for Women’s Business Research.
Diahann was named one of Worth Magazine’s Top Financial Advisors an unprecedented six times, beginning in 1994 with the top 60 list and most recently the 2003 Most Exclusive 100. She was named among the 120 Best Financial Advisors for Doctors by Medical Economics magazine. Diahann has been profiled in the Dow Jones Investment Advisor Magazine, the Journal of Financial Planning, CPA Wealth Provider, and Financial Advisor Magazine. She and Clare E. Wherley founded Lassus Wherley in 1985.
Lassus Wherley & Associates is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida, providing fee-only comprehensive financial services, including financial planning, investment management, tax, trust and family office services. The Lassus Wherley web site is www.lassuswherley.com.
Lassus Wherley is a shareholder of less than a ten percent (10%) interest in National Advisors Holdings, Inc. National Advisors Holdings, Inc. is the parent company of National Advisors Trust Company, FSB.