AdvisorDesk Login


October 5, 2012

National Advisors Trust Welcomes Joseph Morsman,
New Senior Vice President–Institutional Trust

Overland Park, KS (October 9, 2012) – National Advisors Trust, the nation’s largest independent RIA-owned trust company, today announced that Joseph Morsman has joined the company as Senior Vice President–Institutional Trust effective October 8, 2012.  Morsman will also serve as Assistant Compliance Officer, and will be a member of the trust company’s Executive Management team and Risk Assessment Committee. 

In his new role, Morsman will be the trust company’s subject matter expert on qualified and non-qualified pension plans, 401(k), form revisions, and technical IRA questions.  His responsibilities will include retirement plan support for advisors and being the lead contact with retirement plan sponsors.   

“Joe is an attorney and CPA with more than 29 years of experience in employee benefits, and is a strong addition to our company and executive team,” said Dave Roberts, President & Chief Operating Officer.  “His expertise and leadership in designing, implementing and administering employee benefit programs will provide advisors with an important and valuable resource, and his overall industry experience will enhance the strength of our organization.” 

Morsman is an attorney and certified public accountant.  Prior to joining National Advisors Trust, Morsman was Senior Vice President at Benefit Trust Company.  Morsman held additional executive leadership positions with M&I Wealth Management, J.P. Morgan Retirement Plan Services, and American Century Investment Management.  He earned his J.D. at the University of Oklahoma College of Law; his M.S., Accounting, at Oklahoma State University; and his B.A. at Westminster College.   

About National Advisors TrustNational Advisors Trust Company, FSB, is a federally chartered trust company with more than $7.5 billion assets under administration referred by more than 135 RIA firms throughout the country.  Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is authorized to do business in all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including; an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their clients. National Advisors Trust is a “trust only” organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit www.nationaladvisorstrust.com. 

For more information contact:
National Advisors Trust
Corrine Smith
913-522-7284
csmith@nationaladvisorstrust.com