Stephanie Dawson, CTFAPrivate Client Advisor
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ABOUT StephanieStephanie is a private client advisor for Commerce Trust. She serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all our services including trust administration, financial advisory services, private banking, and investment management.
Stephanie facilitates all aspects of relationship management for the client team including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. Prior to joining Commerce Trust, Stephanie spent four years at another trust organization in Kansas City and in her prior role she worked on all aspects of trust administration with a focus on the management of unique assets held in trust, as well as specialization in Special Needs Trusts.
Stephanie is a Kansas City area native and attended the University of Kansas to attain her Bachelor of Science in Education. In February of 2022, she earned the designation of Certified Trust and Fiduciary Advisor. In her free time, she enjoys gardening, reading, and volunteering at a local animal shelter.