Founder Profile

Cori Weston, JD, CTFA

Cori Weston is the CEO and Founder of CCW Associates, LLC. She brings her clients over 30 years of experience in the legal, banking, and financial services industries, and nonprofit organizations. She assisted her clients with providing customized banking, investments, trust, estate, financial planning and strategic planning and governance services working with high net worth individuals, chief executives of corporations and nonprofits. Cori is a graduate of the University of Notre Dame, where she received a bachelor’s degree with high honors in both English and American Studies. She continued her studies at the University of Notre Dame Law School, receiving her Juris Doctor Degree (JD). Cori was awarded the designation of Certified Trust and Fiduciary Advisor (CTFA) from the American Bankers Association (ABA). She is also a graduate of the ABA National Trust and Compliance Schools.