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Financial Forecast

Dotti works with new and existing clients to serve as a point of contact to ensure that trust and investment management documentation is properly administered and that her clients’ wishes are carried out. In 2023, following the unification of all the Crews family-owned banks, Dotti became the program manager of Crews Financial Services, partnered with Osaic Institutions.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.