News & Blog

Asset Management Committee Meeting November 2, 2023

Posted on November 6, 2023

The replay link for the Thursday, November 2, 2023 discussion is available.

Please CLICK HERE to view the replay.

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

Current Outlook & Portfolio Strategy

Posted on October 6, 2023

The third quarter is fully behind us and the end to another year is in sight. When reviewing the quarterly performance of the stock market, it is tempting to conclude that not much happened during the past quarter.

10 Ways to Prepare for Retirement

Posted on September 22, 2023

Most people look forward to retiring someday. If that’s you, then putting a retirement plan in place now will help ensure your financial freedom. At The Sanibel Captiva Trust Company, we would like to share our team’s cumulative years of knowledge and experience on how best to prepare for retirement – whether now or in the future.

Beth Weigel Named CFO at Sanibel Captiva Trust Company

Posted on September 22, 2023

Beth Weigel was recently promoted to Chief Financial Officer of The Trust Company. She has more than 20 years of experience in accounting and small business management experience. She oversees all aspects of The Trust Company’s operating budget and applications and manages expense projections to support the firm’s growth. “Beth has been with The Trust

Tampa Bay Trust Promotes Ritrievi To Trust Officer

Posted on September 15, 2023

Kelly Ritrievi serves as a main point of contact for the client and is liaison to all members of a client’s relationship team, collaborating on accounts, facilitating account and estate documents, distributions and more. “Kelly’s diverse background and education relates to so many of our clients’ needs and their family or business situations. We feel very fortunate to have a team member of such depth to care for our growing number of clients and expanding markets,” said Michael R. Dreyer, President, Tampa Bay Trust Company.

The Sanibel Captiva Trust Company Promotes Ann Pankow

Posted on September 1, 2023

The Sanibel Captiva Trust Company has promoted Ann Pankow, CFP, CTFA, ChFC, senior vice president and trust officer to director of trust administration. Pankow is responsible for communicating with and monitoring the trust officer team throughout the company. She also continues to serve as a main point of contact for clients and their relationship team,

Weather The Next Storm with a Grab & Go Binder

Posted on September 1, 2023

Louis Pappas Promoted to Senior Vice President at Tampa Bay Trust

Posted on August 25, 2023

Michael R. Dreyer, President of The Tampa Bay Trust Company, announced the promotion of Louis N. Pappas to Senior Vice President on the Family Office Services team. “Since joining us five years ago, Louie has demonstrated an innate ability to develop new business by helping the people in his community. It comes naturally to him,

Your Bucket List: Why Wait for “Some Day”?

Posted on August 24, 2023

The Bucket List, a 2007, sets actors Morgan Freeman and Jack Nicholson on a quest to fulfill their wildest dreams in their final months with a terminal illness. A bucket list is a list of goals, experiences and dreams you would like to complete in your lifetime. While the idea has been around for a

Costello Accepted into Florida Fellows Institute

Posted on August 24, 2023

T. John Costello, Jr., J.D. is a member of the fiduciary services team at The Sanibel Captiva Trust Company and has been accepted into Class VI of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).