Christopher D. Morgan, CFA, CFP®, CAP has joined The Sanibel Captiva Trust Company as a member of the portfolio management team in Fort Myers. Morgan has more than a decade of financial industry experience and is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives. He also has.
The Sanibel Captiva Trust Company marked another milestone in Sanibel Island’s recovery from Hurricane Ian with the opening of its new office on the island. Founder and Chairman S. Albert D. Hanser, Sanibel President Jeffrey A. Muddell, MBA, CFP® and team welcomed more than 200 clients, colleagues and community leaders to the newly designed building.
The Sanibel Captiva Trust Company continues its expansion across Florida’s west coast with the opening of its seventh office, a two-story office building in Fort Myers with plenty of room for growth. The new location, 13525 Bell Tower Drive, is on the southeast side of Bell Tower at the corner of U.S. 41 and Daniels.
One of Southwest Florida’s popular charity events recently wrapped up and The Sanibel Captiva Trust Company took part as a Quartz sponsor. The 22nd Annual Nichols Cup tournaments and auction gala took place from Feb. 16-19 at Fiddlesticks Country Club. The signature four-day charity event featured a pro-am golf tournament and tennis and pickleball tournaments,.
Celebrating its 16th year, the 2024 Southwest Florida Wine and Food Fest, held in January, was sponsored by The Sanibel Captiva Trust Company. The annual event took place on Friday, Jan. 19 at various private venues across the region and Saturday, Jan. 20 at Suncoast Arena at Florida SouthWestern State College. The Wine and Food.
The Sanibel Captiva Trust Company kicked off the new year with its annual 2024 Economic Outlook event, a global economic overview that also dove into artificial intelligence, the presidential election and the stock market. The breakfast program, held Jan. 22 at the Tribby Arts Center in Shell Point Retirement Community, was kicked off by The.
The popular Captiva Island Historical Society Speaker Series, presented by The Sanibel Captiva Trust Company, is coming down the homestretch of its 2023-24 season. The eight-part educational series began in November and runs through March. Each lecture shares a bit of history of Captiva Island from those who know it best. The four remaining lectures.
The Sanibel Captiva Trust Company is the title sponsor of this year’s Bailey-Matthews National Shell Museum and Aquarium benefit gala. The event, Night at the Museum, will take place from 5-8 p.m. on Saturday, March 16 at the museum, located at 3075 Sanibel Captiva Road in Sanibel. Night at the Museum will include cocktails in.
The Sanibel Captiva Trust Company is hosting a program offering the pros and cons of claiming Florida as your domicile, estate planning tips to protect your assets and homestead, along with a discussion on the rising costs of homeowners insurance. The upcoming seminar with financial and insurance experts begins at 10 a.m. on Wednesday, Nov..
Sanibel, FL (Aug. 11, 2023) – The Sanibel Captiva Trust Company recently announced the addition of the firm’s new Director of Compliance Jenna Pruitt, CIA, CFIRS to oversee and implement compliance standards for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Pruitt’s compliance responsibilities.