Jeff Atwell, CLU, REBC, PRP, AIF®
Senior Vice President, Trust Retirement Tarrant County
Jeff Atwell is a senior vice president in the Trust Division who specializes in qualified trust plan business development. He has been with American National Bank of Texas since 2010.
Jeff believes American National Bank of Texas has been successful “because the values, vision and principles demonstrated in every aspect of the bank are focused toward one goal: to provide the highest level of customer satisfaction possible.”
With more than 38 years of experience, Jeff has designed or administered over 2,000 retirement plans since 1978 and has provided and developed various services regarding the operation and fiduciary governance of all types of qualified plans.
Jeff is an active member of the American Society of Pension Professionals and Actuaries, The Center for Fiduciary Studies, (Fi360) and National Association of Plan Advisors (NAPA).
Jeff attended Texas Tech University and entered the financial services industry in 1974. He has obtained the following professional designations over his esteemed career: Registered Fiduciary (RF), Accredited Investment Fiduciary (AIF), Registered Employee Benefit Consultant (REBC), Chartered Life Underwriter (CLU), Plan Sponsor Retirement Professional (PRP), Global Fiduciary Strategist (GFS) and Certified 401(k) Professional C(k)P®.