Retirement Planning and Estate Planning
The Family Credit Union partners with First Community Trust and Wealth Advisor and Trust Officer, Melissa Uzzell, to offer in-house retirement and trust services to our members. With years of trust and investing experience, FCT provides our members the best in asset management advising.
Services include:
- Estate administration
- Retirement planning
- 401 (k) and IRA rollovers
- Trust services
- Investment management
Melissa provides free, no-obligation personal consultations at any branch, over the phone, or through a virtual meeting.
Melissa Uzzell
Melissa.Uzzell@fctrust.com
Phone: 563.388-8328 x 9413
Meet Melissa:
Melissa is an attorney with ten plus years experience in estate planning and elder law before transitioning to the fiduciary trustee world. She has been a wealth administration trust officer for almost 6 years. Before moving to corporate trust work, Melissa had her own legal practice focusing on estate planning, elder law and long-term care planning where she assisted clients with conserving and preserving wealth according to long-term care needs and personal goals. Her practice was client centered with an emphasis on personal service and interaction which she brings to her trust and wealth management role.
Melissa received her Juris Doctorate from Southern Illinois University School of Law and her Bachelor of Science in Anthropology from Illinois State University. She is a member of the Illinois State Bar Association and Rock Island County Bar Association. She is a board member of the Quad City Estate Planning Council and Family Resources, Inc. She has previously served on the Alzheimer’s Association Iowa Chapter Board and Dress for Success Quad Cities Board.
Products offered are not federally insured; are not obligations of the Credit Union; are not guaranteed by the Credit Union or any affiliated entity; involve investment risks; including the possible loss of principal.
