Jim Watrous – Belleair, FL
Posted on June 1, 2022
A Unique Approach to Client Service
As a client and a board member, I see a strong consistency between the outward image of our Trust Company and what happens behind the scenes to honor and serve our clients. After a career in financial services, I was intrigued to meet a firm that takes a unique approach to serving clients. I found a team of talented professionals assigned to each relationship, with an individualized approach based on first getting to know the client’s situation, financial objectives, and family.
A key attribute is that The Trust Company is not a bank, but a well-capitalized, properly regulated, private trust company chartered in the State of Florida. Its mission is strictly focused on serving clients through its fiduciary, investment management, family office and planning services.
I find the culture to be distinguishable, and right for my family’s financial well-being and future plans.