Kendra Epley
Kendra has over 25 years of experience working with individuals, families, business owners, private foundations and charitable organizations to provide private banking solutions and comprehensive wealth management and advisory services. As a Trust Advisor, she is responsible for administering a broad portfolio of trust relationships and investment management accounts for affluent individuals and families.
She is a graduate of Cannon Financial Institute Trust School at Pepperdine University and holds Certified Trust and Financial Advisor (CTFA) designation. She has held both Series 6 and 63 securities licenses for Northern. Prior to joining Northern Trust in 1994, Kendra was a social studies teacher with the Santa Barbara High School District. A Santa Barbara native, she graduated from Scripps College in Claremont, CA with a B.A. degree in American Studies and received her teaching credential from Westmont College in Santa Barbara, CA.
Kendra currently serves on the Board of the Santa Barbara Estate Planning Council, is a member of the Investment and Finance Committees of the Santa Barbara Museum of Natural History, and is Treasurer of Friends of the Montecito Library. She is also a member of the Women's Fund of Santa Barbara.
Kendra lives in Santa Barbara with her husband Jeff and their teenage son.
