Posted on February 15, 2018
The Tampa Bay Trust Company held Economic Outlook 2018 in Tampa, Belleair and Lakeland to full rooms of guests eager to hear the firm’s investment management team discuss market highlights of 2017 and what to expect for the coming year.
Posted on February 9, 2018
The Naples Trust Company held a program entitled, “Passing the Vacation Home on to Your Heirs” at The Naples Yacht Club this week, presented by Alison K. Douglas, J.D., Cummings & Lockwood, LLC in Naples. Ms. Douglas spoke to a full house of attendees eager to learn how to handle the substantial decision of preserving
Posted on February 2, 2018
The Sanibel Captiva Trust Company was first in line to hold their annual Economic Outlook at The Sanctuary Golf Club to a full room of clients and special guests. Similar presentations have just been completed in Naples, Tampa, Belleair and Lakeland. Sanibel Presenters, Dick Pyle, President and Craig Holston, Chief Operating Officer / Senior Portfolio
Posted on January 3, 2018
The Trust Company has three exciting daytime speaker series this season offering topics on investing, estate planning and trending lifestyle issues. WOWPlus in Sanibel officers programs designed specifically for women as well as co-ed audiences depending on the topic. Naples offers the dynamic Naples Speaker Series for men and women, and finally W.O.W. or “Women
Posted on December 4, 2017
The Sanibel Captiva Trust Company and its board members recently demonstrated their support for future graduates of Florida Gulf Coast University at the 2017 President’s Scholarship Luncheon at the Hyatt Coconut Point in Estero. Recipients were accompanied by their scholarship ambassadors at this celebratory luncheon where literally hundreds of scholarships were represented. The Sanibel Captiva
Posted on November 29, 2017
The Naples Trust Company recently held their first program of the season entitled, “The Evolving Character of Collier County” to over 125 guests at The Naples Yacht Club. Dr. Aysegul Timur, Senior Vice President of Academic Affairs and Dean, Johnson School of Business at Hodges University served as the featured speaker. Dr. Timur covered the
Posted on November 15, 2017
The Tampa Bay Trust Company and USAmeriBank teamed up recently to sponsor HISTORY & HOPE, an event at the J C Newman Cigar Company in Ybor City to raise awareness and funds for Southeastern Guide Dogs (SEGD). More than 150 guests recently supported the cause by attending an event within the charming and historic cigar
Posted on May 9, 2017
Across Tampa Bay, Sanibel-Captiva and Naples, the Trust Company’s 2017 annual speaker series was more popular than ever. Hundreds of women and men attended programs from January through April regarding valuable topics on Investing, Digital Due Diligence, How Memory Loss Affects Estate Planning, Wealth Preservation, Recharging Your Focus, and Planning Long-term Care to name a
Posted on May 8, 2017
The Naples Trust Company hosted an appreciation event to thank their clients and colleagues this week at Wyndemere Country Club in Naples. Naples Trust Company president, Carol Boyd said, “The Naples Trust Company is very appreciative of all of our clients and community partners. Their confidence in us is one of the reasons our firm
Posted on April 27, 2017
The Tampa Bay Trust Company held a presentation for approximately 40 Lakeland clients, special guests and business professionals at Grasslands Country Club last week entitled, “What’s Next for the Market?” Senior portfolio manager, Andrew Vanderhorst, CFA, CFP®, CLU® highlighted trends in the market influenced by the new Trump administration, from tax reform to trade regulations.