Florida Banking August/September 2025

KUDOS

Caldwell Trust Company Board Donates to Family First Institute

C aldwell Trust Company announced a $10,000 contribution to the Family First Institute. The gift includes a $5,000 grant from Caldwell’s Board of Directors through the company’s Trustee Annual Giving Program. That amount was matched dollar-for-dollar through a federal matching initiative, doubling the donation’s impact to $10,000. The Family First Institute was selected for its measurable impact and alignment with Caldwell’s philanthropic priorities in education, healthcare and social services. This year’s contribution will help expand Family First’s outreach, providing more families with the essential tools to overcome challenges and build long-term success. S martBank announced it has been Certified™ by Great Place to Work® for the second year in a row. This prestigious award is based entirely on what the bank’s associates say about their experience working at SmartBank. This year, an impressive 92 percent of team members said SmartBank is a great place to work, far surpassing the national average of 57 percent. SmartBank’s profile can be viewed at greatplacetowork.com. Great Place To Work® is the global authority on workplace culture, employee experience and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation.

Smartbank Earns 2025 ‘Great Place to Work’ Certification

Becca Boyd

Personal Transactions, Continued from page 25

he served for several years at Bank of America Private Bank (U.S. Trust) as a senior portfolio manager in Dallas and later in Austin, Texas. Webb is a graduate of Florida State University with a bachelor of science in economics and a double minor in business and communications. Trustmark Associates Celebrate Milestones in Banking Trustmark recognized these associates for achieving significant milestones in their banking careers during 2024. Congratulations, and thank you for your many contributions and years of dedicated service to our customers and the communities we serve! • Nicole Cheesbro – 25 Years of Service • Melissa Ingle – 20 Years of Service • Rhonda Kennedy – 20 Years of Service

in the banking industry, De Guzman will oversee development of long-term strategic objectives for the bank’s operational areas and manage the integration of regional systems, policies and procedures. De Guzman holds a master’s degree in accounting from

De Guzman

Nova Southeastern University and dual bachelor’s degrees in accounting and business administration from Florida International University. Tampa Bay Trust Promotes Webb The Tampa Bay Trust Company announced Logan S. Webb, CFA, CFP®, Senior Portfolio Manager has been promoted to Executive Vice President. Located in the Boy Scout Boulevard office, Webb has more than 17 years of experience as a portfolio manager and investment analyst. Before joining The Trust Company, Webb

• Larry Martin – 25 Years of Service • Pamela Pelt – 20 Years of Service • John Sumrall – 30 Years of Service

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