Peter J. Wall Joins True Link to Lead Special Needs Planning and Investment Practice

SAN FRANCISCO–(BUSINESS WIRE)–True
Link Financial, a financial services and technology company, is
announcing today that Peter J. Wall has joined the organization as the
Director of Fiduciary Services. In this new role, Mr. Wall will lead the
team in growing its investment advisory services. Mr. Wall comes to True
Link from BOK Financial, where he launched and spent seven years
building the dedicated Disability and Elder Trust Services division. He
is based at True Link’s new Denver-area office.

With over 18 years of investment experience at nationally chartered bank
trust companies, Mr. Wall focuses his financial services efforts in
elder law and is known throughout the United States for his special
needs investment, administration, and planning capabilities. Prior to
BOKF, he built and managed trust services practices at American National
Bank and the Bank of Cherry Creek. Mr. Wall is also a published author,
most notably in the Elder Law in Colorado Red Book, Fourth Edition.

In the first speaking engagement of his new role at True Link, Mr. Wall
will be discussing trust administration best practices on February 8,
2019, at the University of Texas at Austin School of Law’s 15th
Annual Changes and Trends Affecting Special Needs Trusts conference.

Mr. Wall is a frequent speaker on the topics of special needs planning,
estate planning, taxation, and trust administration. He has been a
presenter and faculty member at many national conferences, including the
National Down Syndrome Congress, the Annual Autism Society National
Conference, and Stetson Law’s National Conference on Special Needs
Planning and Special Needs Trusts. He also served for three years as a
faculty member at the Colorado Bar Association’s Elder Law Retreat.

“To provide financial services tailored to people with disabilities,
vulnerable seniors, and people in recovery from addiction, we hire the
industry’s best,” said True Link CEO Kai Stinchcombe. “Pete is a genuine
leader and innovator in this field, having built from the ground up one
of the largest regional special needs planning and investment practices
in the country.”

Mr. Wall believes joining True Link Financial will enable him to have
the greatest possible impact on the lives of people with disabilities
and their families. He said, “After spending almost 20 years at big bank
trust companies, I wanted to join a company where I could truly effect
significant change in the lives of my clients. Being the Director of
Fiduciary Services at True Link will allow me to make a tangible
difference in one of the most underserved, yet most deserving
populations in our country. True Link is a true leader in the industry,
so I’m proud to be a part of this amazing team and look forward to
shaping the future of financial services for the people we serve.”

Since its inception, True Link has been at the forefront of providing
essential financial services to people with disabilities, people
recovering from addiction, and older adults. The company delivers
uniquely tailored, secure, customer-centric financial services,
including payment
cards and investment
management, backed by professional, compassionate, and effective
customer support.

Among True
Link’s offerings is a suite of investment services and
technology-based solutions designed specifically to help people with
disabilities and older adults preserve lifesaving medical benefits. This
includes financial advisory services, the True Link Card, and software
to manage disbursements, accounting, and reporting. The reloadable card
can be customized to work only where and when it’s needed, which is why
the Social
Security Administration has provided guidelines in its
administrative manual for use of the True Link Card. True Link Financial
Advisors, the company’s investment advisory arm, dedicates its more than
175 years of financial expertise to serving people with disabilities,
their families, and professional trust administrators throughout the
United States.

For more information about True Link Financial, visit our website at http://www.truelinkfinancial.com.

ABOUT TRUE LINK

Vulnerable seniors, people with disabilities, and those recovering from
addiction – fifty million Americans in total – need more from their
financial institutions. Whether it’s protecting seniors from fraud,
helping people with special needs preserve lifesaving medical benefits,
or preventing an impulsive cash withdrawal or purchase that could lead
to relapse, families turn to True Link when they need a financial
partner who can help them navigate life’s challenges. True Link offers
the True Link Card and True Link Financial Advisors, the company’s
wealth management division, provides a diverse suite of investment and
capital planning solutions. True Link Advisors is an investment advisor
registered with the SEC and a wholly owned subsidiary of True Link
Financial. Serving people in all fifty states, True Link has offices in
San Francisco, the Denver area, Phoenix, and New York.

Contacts

Erin McInrue Savage
Director of Strategic Initiatives
press@truelinkfinancial.com