AMG’s Mavis McKenley Recognized as 2025 Distinguished Estate Planner

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Mavis McKenley, Vice President and Senior Trust Officer at AMG National Trust

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Mavis McKenley, Vice President and Senior Trust Officer at AMG National Trust

Mavis McKenley, Vice President and Senior Trust Officer at AMG National Trust, has been recognized as the 2025 Distinguished Estate Planner by the Hampton Roads Estate Planning Council.

Ms. McKenley leads our trust departments in Colorado and Virginia, and is an accredited estate planner, a certified trust and financial advisor, and a certified financial planner with nearly four decades of experience. She joined AMG in 1997.

The award reflects outstanding contributions to estate planning, including education regarding the field and cooperation among estate planners of different professions.

In addition to Ms. McKenley’s contributions to estate planning, she is active in her community. She currently serves on the Norfolk Public Library Board; is a trustee at Virginia Wesleyan University, her alma mater; and is a board member of the National Association of Estate Planners & Councils. She previously held leadership roles with the Hampton Roads Estate Planning Council and Samaritan House, as well as chair of the Virginia Wesleyan University Alumni Council.

Virginia Wesleyan honored her in 2021 by naming its Martin Luther King Jr. award the Mavis McKenley ’11 Award. It is presented annually to a student who practices the ideals set forth by Dr. King—courage and conviction in valuing differences, commitment to seeing beyond borders by building inclusion, compassion for humanity, and/or commitment to social change.

HOW AMG CAN HELP

AMG’s experienced trust officers work closely with clients, estate attorneys, and our financial advisors to help with the important decisions about your future and legacy. Find out more about AMG’s Trust Administration or to book a free consultation call 303-486-1475 or email us the best day and time to reach you.

This information is for general information use only. It is not tailored to any specific situation, is not intended to be investment, tax, financial, legal, or other advice and should not be relied on as such. AMG’s opinions are subject to change without notice, and this report may not be updated to reflect changes in opinion. Forecasts, estimates, and certain other information contained herein are based on proprietary research and should not be considered investment advice or a recommendation to buy, sell or hold any particular security, strategy, or investment product.

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