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Los Angeles Trust
Office
1888 Century Park East, 2nd Floor
Los Angeles, CA 90067-1702
Tel: (310) 407-7170 Fax: (310) 407-7171
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Michael Laubenstein, CTFA, Trust Officer
Michael Laubenstein is a Trust Officer at First Republic Trust Company.
Laubenstein joined First Republic Trust Company in March 2006. He had previously been a Senior Trust Service Representative and a Registered Sales Associate for Wells Fargo Private Client Services in Los Angeles.
Laubenstein graduated with a Bachelor of Science degree in Business Administration with an emphasis in Finance from San Diego State University and holds the professional designation of Certified Trust and Financial Advisor. He holds the FINRA Series 7 and 66 licenses.
Wealth Management Experience: 10 Years
Stephanie L. Wheeler, CTFA, Managing Director & Senior Trust Officer
Stephanie L. Wheeler is a Managing Director and Senior Trust Officer at First Republic Trust Company.
Prior to joining First Republic in May 2002, Wheeler was a Trust Officer at Wells Fargo in its Private Client Services group in San Francisco. She has also held similar positions as a Trust Administrator for Union Bank of California and a Sales and Service Trust Specialist at PNC Bank in Princeton, New Jersey.
Wheeler is a Past President of the Southern California Trust Officer's Association and is a member of the Beverly Hills Estate Planning Council.
Wheeler received a Bachelor of Science degree in Business Administration with a concentration in finance and a minor in International Business from the College of New Jersey in Ewing, New Jersey. She holds a Certificate in Personal Financial Planning from the Metropolitan State College of Denver and is a Certified Trust and Financial Advisor.
Wealth Management Experience: 17 Years
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