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 About Kanaly
 Venita Zavidny |
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Venita is a Sr. Vice President and Trust Officer with Kanaly. She oversees a team that manages the ongoing investment strategies and personal financial programs of client families. This entails a long-term investment plan, along with the development and administration of personal and family trust accounts including charitable trust, private charitable foundations, family limited partnerships, revocable living, testamentary and custodial trusts for minors, IRA and IRA Rollover accounts, along with estate administration and any other client-specific financial needs as they arise. Venita is a CERTIFIED FINANCIAL PLANNERTM practitioner and has spent over 15 years in the personal finance and investment fields. Before joining Kanaly in 2004, Venita was with Wells Fargo Private Client Services where she served as Senior Trust Administrator. In this position, she was responsible for managing, enhancing and expanding high-net-worth client relationships. Venita has also co-authored and presented continuing education courses on Special Needs Trusts. Venita is a member of the Houston Estate and Financial Forum (HEFF). She previously served on the board of directors for Be An Angel, Inc., has chaired its Needs Assessment Committee and currently serves as an advisory member for that committee.
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