WAVERLY, IA (December 2021) – Dan Zitelman, President, Fidelity Bank & Trust, recently announced Julie Versluis, Certified Trust and Financial Advisor (CTFA), has joined their staff as Vice President & Trust Officer.
“Fidelity Bank & Trust has a great team and I’m excited to be a part of it. I look forward to working with each of our branches across the tri-states and helping our customers achieve their goals…it’s the best part of my job!” said Versluis.
Versluis is a graduate of Cannon Trust School, Cannon Financial Institute, and a graduate of Schools of Banking Trust School in Topeka, Kansas. She graduated from Kirkwood Community College with an associate of arts degree in Legal Assistant/Paralegal Studies and has 24 years of trust experience with expertise in areas of Estate & Trust Administration, Portfolio Management and Financial and Estate Planning. She is a member of the Institute of Certified Bankers, CTFA, a member of the Iowa Association of Paralegals, a past member of Black Hawk County Estate Planning Council, a past president and current board member of the Iowa Trust Association, and a past member of Substitute Decision Maker Task Force of the State of Iowa (2012).
“We are extremely excited about adding Julie to our Fidelity Bank & Trust family,” said Zitelman. “Julie brings a great amount of experience and knowledge to our Wealth Management team and will be very capable of assisting clients in areas of estate and financial planning,” added Zitelman.