Diana Mason
Vice President, Trust Officer
4301 The 25 Way | Albuquerque NM 87109 | 505.798.1135
Diana specializes in trust administration and estate settlement. She coordinates with the portfolio manager to align investments with the client’s overall wealth management goals. Her expertise is working with elderly individuals ensuring their safety and well being by connecting them with resources in our community.
Diana is a member of the New Mexico Estate Planning Council and she serves on the NM Planned Giving Round Table Committee. She is member and past president of the Santa Fe Estate Planning Council and has worked on the Alzheimer’s Association committee. She attended the University of Phoenix, Cannon Financial Institute, and ABA National Trust School.
Downtown Albuquerque, NM