Skip to main content Download Acrobat Reader 5.0 or higher to view PDF files.

Services We Provide

Century Trust’s qualified and experienced staff offers comprehensive professional supervision of invested assets for individuals, families, businesses and foundations. Investment portfolios are managed individually to meet the needs of each client. With Century Trust managing your portfolio, you can be assured that prudent, long term asset management will be provided.

We begin with an analysis of the client’s full financial picture. An investment strategy is built to meet the short and long-term financial goals of each client. Stocks, bonds, mutual funds and cash equivalents are selected to attain these goals.
Trusts provide many benefits. They are flexible, avoid probate and may create tax savings. Our services provide professional management of family wealth during your lifetime to meet the future needs of loved ones or to fulfill charitable giving goals. One of our trust officers will explain the various types of trusts and work closely with you and your professional advisers throughout your estate planning process.

When Century Trust is appointed as trustee, we act in accordance with the express wishes of the individual who established the trust. Our duties will be carried out in a timely and confidential manner.
The responsibilities associated with acting as personal representative can be difficult for almost any individual. It can be confusing, complicated, time consuming, and it can create family discord. An institution with experience in administering estates can be a valuable resource for your family at a difficult time. If named as your personal representative, Century Bank becomes responsible for performing all the duties associated with administering the estate. Our trust professionals work closely with family members in a sensitive and compassionate manner.
Successful individuals are in a position to expand their reach into the community by supporting charitable, educational or other nonprofit organizations. Our trust and investment professionals have broad experience in charitable services by either having served on charitable boards or as managers of charitable investment accounts. Century Trust can also advise nonprofit board members on planned giving strategies, investments and compliance matters.
Retirement accounts can be complicated. Our staff is trained in the technical aspects of Individual Retirement Accounts. You can either direct the investment management yourself, or Century Trust can provide those services for you. For 401K and corporate pension plans, Century Trust will provide investment management or custody of the assets, and work with your outside plan administrator to ensure compliance with current laws.
Century Trust can safe keep assets and investments that you direct yourself, and provide record-keeping for those assets. Included in this service is the collection of dividends, interest, rents and other income. We can distribute income and pay bills if needed. Securities deadlines are monitored and tax information is provided.
Our Century Trust team brings to our clients a long tradition of strength and stability to guide you through today’s challenging financial environment.

Lynn Baldwin
Director of Wealth Management
Bernadette Rodriguez
SVP, Trust Officer

Alan Snow, CSOP
SVP, Trust Operations Manager

Debbie Guillen
AVP, Trust Operations Officer

Jude Gleason, CFP®, AIF®
VP, Trust Investment Officer

David Mundis
Trust Operations Specialist
Cathryn Bidal
Trust Administrative Assistant

Dr. JoAnn Trevino
Trust Investment Assistant
For more information on Century Bank Trust Services, please call us at (505) 995-1274.

Investment products purchased or sold through Century Trust and Asset Management Division are not deposit accounts, are not endorsed by or insured by the FDIC, are not obligations of the Bank, are not guaranteed by the bank or any other entity, involve investment risk, and may lose value.
We Bring Local to Life.