Ms. Johnston has more than 20 years of experience, most recently with Mechanics Bank Wealth Management, in managing multigenerational family wealth and administering complex trust and estates and agency relationships. As part of her role, she specializes in collaborating with estate planning attorneys and certified public accountants to develop and implement innovative and tax-efficient strategies.
Active in the San Francisco Estate Planning Community, she is a current board member of the San Francisco Estate Planning Council and is past president and board member of the East Bay Estate Planning Council. Kelly is board member and treasurer of the SEP Foundation.
Ms. Johnston holds the professional designations of Certified Trust and Financial Advisor and Certified Wealth Strategist. She earned her Bachelor of Arts in Business Administration from Saint Mary's College in Moraga, California. She earned her MBA from Texas A&M University and is a graduate of the Executive Program at the Stanford Graduate School of Business.
Wealth Management Experience: 20 Years