Magnolia Trust Company Announces Addition of Zachary Minor, CFA, as Trust Administrator

ATLANTA and Chattanooga, Tenn. – Magnolia Trust Company, a leader in independent trust administration serving high-net-worth individuals and families across the Southeast and beyond, announced that Zachary Minor, CFA, has joined the company as a Trust Administrator in its Atlanta office. His addition further elevates Magnolia’s expertise and reinforces its reputation for delivering thoughtful guidance, personalized attention, and an exceptional client experience.

As Magnolia expands, the firm remains focused on building a team with the experience and operational depth needed to provide best-in-class service to its client families. In his role, Minor will work alongside Magnolia’s trust officers to oversee the day-to-day administration of trust accounts and help ensure each family’s needs are addressed with care and precision. His responsibilities include facilitating account onboarding, asset transfers and beneficiary distributions, monitoring account activity, maintaining accurate records, and communicating with families and their professional advisors. His contributions will help ensure trust relationships are managed efficiently while allowing Magnolia’s trust officers to remain focused on providing thoughtful, responsive service.

Minor brings more than nine years of experience in financial and investment operations. Most recently, he served as a Vice President at Goldman Sachs, supporting investment operations and account administration. Previously, he spent more than seven years at United Parcel Service in investment operations roles, gaining extensive experience supporting a complex trust structure and coordinating with the custodian and investment managers. His background provides a strong foundation in financial operations, account oversight and the attention to detail required in complex fiduciary relationships.

“Continued investment in our people is essential to maintaining the quality of service our client families expect,” said Todd McMullen, President and CEO of Magnolia Trust Company. “Zach brings a valuable combination of technical knowledge and operational experience that will benefit our firm and the families we serve. As Magnolia grows, maintaining the high standards of responsiveness, sound judgment and individualized attention that define our approach remains essential. We’re pleased to welcome him and look forward to the perspective and capabilities he brings to our organization.”

Minor earned his Bachelor of Business Administration in Finance from the University of Georgia and is a Chartered Financial Analyst (CFA) charterholder.

“I’m excited to join Magnolia and be part of an organization that places such a high value on thoughtful fiduciary administration and personal relationships,” said Minor. “Magnolia’s independent model creates an opportunity to work closely with families and their existing professional advisors, providing the administrative support, attention to detail and consistent communication that help ensure their trust relationships are well served. I’m excited to contribute to Magnolia’s continued success and the high standard of service that sets the firm apart.”

About Magnolia Trust Company
Magnolia Trust Company provides superior individualized and independent trust administration services for high-net-worth individuals and families, including privately held business owners, foundations, family offices, and charitable organizations. Magnolia works alongside the client’s team of advisors to develop and execute tax and dynastic trust planning strategies and goals, while integrating business and personal cash flow needs. The client remains at the center, surrounded by personally selected advisors who help bring the client’s aspirations to life and preserve the client’s legacy for future generations.

Learn more at MagnoliaTrust.com.