(805) 451-7775

Wilson Fiduciary Services

Managing Transitions



Linda resides in The Woodlands, Texas and is a California Licensed Professional Fiduciary (#PF492) experienced in managing complex personal trusts. 

Previously, she served as an Assistant Vice President and Trust Officer for Montecito Bank & Trust and Rabobank, N.A. in Santa Barbara and Ventura Counties.  As a former realtor, Linda is also experienced in managing and selling real estate. 

Linda has been an active member of her church and local Rotary Club where she previously served as Chairman of the Grants Committee and Charitable Foundation.  
 

EDUCATION & PROFESSIONAL MEMBERSHIPS:

Member of the Professional Fiduciary Association of California,
since January 2011

Certified as a National Certified Guardian by the Center for
Guardianship Certification since October 2010

Graduate of Cannon Trust School, Pepperdine University,
May 2007

Bachelor of Arts, History of Art & Architecture, University of California,
Santa Barbara
June 2003

On a personal note, Linda is married to an attorney who specializes in estate planning, probate and trust law and together they have three grown children, two of whom are teachers and one is a Certified Nurse Midwife.