Travis Fanning
My Information
I serve as Senior Vice President, Wealth and Trust Officer, bringing more than a decade of experience as a corporate fiduciary and legal professional. I administer a wide range of fiduciary relationships, including charitable trusts, legacy trusts, foundations, and testamentary trusts, guiding families through complex trust and estate matters with clarity and care.
I work closely with trust beneficiaries, advisors, and legal counsel to ensure trust provisions are properly executed, regulatory requirements are met, and client objectives are upheld. My responsibilities include trust administration, interpretation of governing documents, specialty asset oversight, coordination of state and federal trust tax filings, and ongoing compliance management.
An attorney licensed in both Texas and Colorado, I draw on my legal background to proactively address risk, resolve disputes, and support thoughtful estate planning. I partner closely with clients and their advisors to design and implement long-term strategies that preserve wealth, honor legacy goals, and adapt across generations. I am deeply committed to relationship-based banking and takes pride in serving clients with integrity, responsiveness, and sound judgment.
My Expertise
- Special Needs Trust
- Asset Management
- Estate Administration
- Estate Planning
- Legacy & Wealth Transfer
- Trust Planning & Administration
My Office
1700 North Valley Mills Drive
Waco, TX 76710
United States

