Florida Banking August/September 2024

KUDOS

Naples Trust Company Celebrates 15 Years

T he Naples Trust Company celebrated its 15th anniversary serving the Naples-Marco Island and Bonita Springs communities in June. Naples Trust, a division of The Sanibel Captiva Trust Company, opened its doors in June of 2009 and has experienced consistent growth in clients, employees and assets under management ever since. “Our entire team is very grateful for the confidence our clients, professional advisors and community organizations have demonstrated through the close relationships we’ve formed and the work we’ve accomplished together over these last 15 years,” said Billie Ann Porter, president of The Naples Trust Company. “We have exciting plans ahead. It has been our honor to serve this community and we will continue to do so for years to come.” Naples Trust helps families and business owners throughout the sale of their businesses and works with multiple generations of family members on their financial planning and wealth transfer strategies. They also partner with local professionals for the benefit of their clients and support the community through sponsorship and engagement. “All of our team members across investment C rews Bank & Trust once again joined the Sunrise Kiwanis annual Shoes for Kids drive and served as collection points for new sneakers to be distributed to Charlotte County students in need. New tennis shoes were accepted at all Charlotte County Crews Bank & Trust locations during banking hours. “Since 2009, our bank has been proud to participate in this important project,” said Craig DeYoung, Crews Bank & Trust market president, who serves as treasurer of the Sunrise Kiwanis. “We’re thankful for the generosity of our customers and staff; I know they’ll come through in a big way again this year.” Since its founding in 2007, more than 100,000 pairs of shoes have been given through this project. Shoes are delivered to all schools in the Charlotte County Public School System for children in grades pre-K through 12.

management, wealth advisory, and trust administration are honored to be a part of your lives,” said West McCann, Naples market executive. “We appreciate getting to know you and your family members and learn what is most important to you, which enables us to provide the most effective advice and service for your situation.” Front left and right: West McCann, CFA – Naples Market President and Billie Ann Porter, CFP®, CTFA – President, Naples Trust Company and local team members.

Crews Bank & Trust Collects ‘Shoes for Kids’

Team members Christine Dauro, Lori Peikert, Lovelina Geurin, Taylor Scarola and Beata Pearson display some of the shoes that have been donated at the Murdock branch.

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