News by The Naples Trust Company in Florida

News

Asset Management Committee Meeting December 1, 2022

Posted on December 6, 2022

The replay link for the Thursday, December 1 discussion is available.

Please Click Here to view the replay.

Not FDIC Insured | Investments involve risk and are not guaranteed. Full Disclaimers and Disclosures

Sanibel Captiva Trust Leases Permanent Space at Bell Tower

Posted on November 18, 2022

While The Sanibel Captiva Trust Company remains committed to the rebuilding of and return to its namesake islands, the firm has secured a permanent new office in Fort Myers to serve its clients from Sanibel, Captiva, Fort Myers, and throughout Lee County.

Chiklakis Named Trust Officer at Sanibel Captiva Trust

Posted on November 8, 2022

The Sanibel Captiva Trust Company is pleased to announce the addition of Jason Chiklakis as Vice President and Trust Officer. Chiklakis is responsible for managing individual and family client relationships, coordinating efforts with internal team members and external advisors to provide the most effective trust and investment services aligned with client goals.

Anderson Promoted at Naples Trust Company

Posted on November 8, 2022

The Naples Trust Company has announced the promotion of Robyn Anderson, Estate Administrator to Senior Vice President, Manager of Client Services and Trust Operations for the Naples office. Anderson and her team assist clients with an array of services including private wealth trust services, account openings, cash transfers and execute on estate administration and estate

Porter Joins Naples Trust Company

Posted on November 8, 2022

The Naples Trust Company is pleased to welcome the addition of Billie Ann Porter, CTFA, CFP® Senior Vice President, Senior Trust Officer.

Current Outlook & Portfolio Strategy

Posted on October 28, 2022

The recurring narrative in U.S. equity markets this year has been ‘expect more volatility,’ and the third quarter showed markets continue to read from the same script. U.S. equity markets experienced a nice rally from the market lows in June only to give back some of those gains late in the quarter. Why? Market participants are coming to terms with stubbornly high price inflation and the U.S. Federal Reserve Board’s determination to dampen it through interest rate increases.

Sanibel Captiva Trust Takes Temporary Space in Fort Myers

Posted on October 28, 2022

S. Albert D. Hanser, Founder and Chairman, and Jeffrey A. Muddell, CFP®, Sanibel Market President of The Sanibel Captiva Trust Company have announced that they have taken temporary office space for their Lee County team within RE/MAX Realty Group, Inc., at 7910 Summerlin Lakes Drive, Fort Myers, FL. “Since our flagship office was damaged on

Webb Joins Tampa Bay Trust

Posted on August 5, 2022

Michael R. Dreyer, President, The Tampa Bay Trust Company is pleased to announce new investment team member, Logan S. Webb, CFA, CFP® as Senior Vice President, Senior Portfolio Manager. Webb has more than 15 years of experience as a portfolio manager and investment analyst. He works with clients to tailor their investment strategies to their financial goals and estate planning needs.

Quail Promoted at Tampa Bay Trust

Posted on August 4, 2022

The Tampa Bay Trust Company has announced the promotion of Amy B. Quail, Senior Vice President to Manager of Client Services and Trust Operations of the Tampa Bay team. Quail oversees the Tampa Bay, Belleair and Tarpon Springs markets, assisting clients with private wealth trust services, account openings, cash transfers and more. Michael R. Dreyer,

Current Outlook & Portfolio Strategy

Posted on August 3, 2022

To say that investors experienced a roller-coaster ride in the markets during the second quarter was an understatement. We witnessed the S&P 500 close 20% down from the benchmark’s January highs to officially enter bear market territory in June. Meanwhile, yields on 10-Year U.S. Treasury bonds more than doubled from the beginning of the year, recently reaching 3.36%. To what can investors attribute this volatility? The biggest culprits are concerns and uncertainty over inflation, both in the U.S. and globally.