Tampa Bay Trust Named Best Place to Work 2019
Posted on April 11, 2019
The business development team works with new clients across Tampa Bay to the coastal communities. They make every effort to thoroughly understand our client families’ needs and goals within their wealth management plans. (from left) Michael Dreyer, President| Harriett Bankston, Belleair Client Advocate | Terry Igo, CEO | Louis Pappas, VP – Family Office Services | Hood Craddock, Director of Family Office Services | Andrew Vanderhorst, Senior Portfolio Manager
Recently, The Tampa Bay Trust Company was proud to have been awarded the designation as one of Tampa Bay’s Best Places to Work by The Tampa Bay Business Journal. An independent firm collected and evaluated all entries for company candidates of varying sizes and selected those to receive the award. Below is the Question & Answer profile that was submitted for consideration, providing readers with an inside look of what makes this company unique and a “best place to work.”
How would you describe what your company does to someone outside your industry?
First and foremost, we help families manage their financial future to help meet their needs and goals. Our company was created in response to high net worth investors seeking quality independent wealth management to protect, grow and perpetuate their families’ assets. We take the time to know our clients well, their family members and related lifestyle needs. We then align individualized services that are designed specifically for them.
What is your company culture in a #hashtag?
When hiring, what do you look for in the ideal candidate?
In a company our size, it is vital that we hire people who fit with the existing team – both professionally and personally. That’s what makes working here such a pleasure. We’re a family. In addition, we hire upward, always adding professionals who can add to our strengths.
Name an occasion when your team pulled together to overcome an obstacle?
Hurricane Irma. Our clients count on us to continue managing their accounts and assist with an array of issues, even when normal operations of our communities come to a temporary stop. When Southwest Florida was out of power, we booked hotel rooms in Tampa and Atlanta for our Naples and Sanibel employees, so they could have a comfortable and safe place to stay. This allowed them to manage urgent issues that affected them from the storm, while others were able to continue working remotely. We also gave every employee $2000 in their bank account to assist with extra expenses incurred from the storm. Our entire employee base checked on each other every day, and business was seamless. What a team.
The Trust Company also offers an array of business and lifestyle benefits that are either provided by or made available by the company. For more information about The Tampa Bay Trust Company visit www.tampabaytrustcompany.com or call 813.915.6202 to speak with someone directly.