ELITE TRUST SERVICES, INC.
CLEARWATER, FLORIDA

Established in August 2003 as Guardian Pooled Trust, Elite Trust Services, Inc. has its roots firmly planted in Clearwater, Florida. This organization is incorporated under a DOMP designation and specializes in providing essential services to individuals with disabilities. By managing Special Needs Trusts (SNT), the company ensures that beneficiaries maintain their financial eligibility for crucial programs like Medicaid and Supplemental Security Income (SSI). Over the years, Elite Trust Services has been committed to offering top-notch services, safeguarding assets, while keeping trust administration cost-effective. With a mailing address at 901 Chestnut Street, Suite C, Clearwater, FL, they make themselves accessible via phone through numbers like (727) 210-1185 and their toll-free line at (800) 669-2499. Key players in the team include Travis D Finchum as Professional Staff Director, Kiersten Finchum serving as Vice President of Directors, and Tracey Finchum taking on a role on the Board as Director. Their efforts and updates are regularly posted online at elitetrustservices.com. The company has seen structural changes, notably an amendment in April 2015, with their most recent annual report filed in early 2024 for that year's records.