Pankow Joins Sanibel Captiva Trust
Posted on August 2, 2022
The Sanibel Captiva Trust Company is pleased to announce the new addition of Ann K. Pankow, CTFA, CFP®, ChFC® Senior Vice President and Trust Officer to the Sanibel team. As Trust Officer, Pankow will serve as a main point of contact for clients and their relationship team, collaborating on their accounts, facilitating account and estate documents, distributions and more.
Prior to joining the Trust Company, Pankow served as Senior Client Experience Manager for Key Private Bank focusing on ensuring her clients’ wealth management plans are carried through to meet their unique financial objectives, as well as grow and preserve their assets.
Earlier she was Trust Officer, Private Wealth Advisor at FineMark National Bank & Trust, Fort Myers, FL where she advised clients on their wealth management goals and provided comprehensive trust and estate services and financial planning for more than 10 years. At the same time, she was serving as the Economic & Financial Analyst Consultant at The World Bank – using her extensive research skills on numerous projects to analyze the expected economic and financial returns on domestic and international endeavors. Al Hanser, Founder and Chairman of The Trust Company said, “In addition to Ann’s experience as a wealth advisor, she has very specialized skills in economics and research that make her depth of knowledge in her Trust Officer role a tremendous asset for our clients and team members.”
Pankow graduated from Florida Gulf Coast University with a Bachelor of Science in Finance. She holds the Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER™(CFP®) and Chartered Financial Consultant® (ChFC®) designations, and Philanthropic Solutions in Financial Planning Certificate through the Financial Planning Association. She is a founding member of the Southwest Florida Women in Investment Management Committee, was selected as a Southwest Florida 40 under 40 Award Winner and acknowledged for the Soaring Eagles Society, FGCU Lutgert College of Business. Pankow was also an Honors Graduate of the Florida Bankers Association’s Florida Trust and Wealth Management School. Her office is located at the Sanibel Office on Palm Ridge Road.
The Sanibel Captiva Trust Company is an independent trust company with more than $3.6 billion in assets under management that provides family office and wealth management services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. www.sancaptrustco.com