Florida Banking December 2022/January 2023

PERSONAL TRANSACTIONS

Anderson has more than 20 years of experience in the financial industry. Prior to joining the Trust Company, she worked for several years in the trust department of Fifth Third Bank in Naples. Anderson completed her trust education training through the American Bankers Association Trust School in Orlando, Fla.

for close to 16 years. Smith is a strong believer in the community bank way of doing business and enjoys helping his clients achieve their financial goals. A firm believer in giving back to his community, Smith is a graduate of Leadership Seminole (Class 28), a founding member of the City of Oviedo Public Arts Board, a board member on the City of Oviedo Local Planning Agency, and a member of the Rotary Club of Oviedo. ST. PETERSBURG

The Naples Trust Company welcomed the addition of Billie Ann Porter, CTFA, CFP, senior vice president, senior trust officer. Porter serves as the main point of contact for her client relationships and is responsible for overseeing the execution of trust and investment services on

BayFirst National Bank hired local banking veteran Adam Curtis as senior vice president, market executive for Pinellas County, which is currently home to five BayFirst banking centers. Prior to joining BayFirst, Curtis served as executive vice president

Porter

behalf of the client. As senior trust officer, she will also maintain communication between departments to assure all team members are aligned with client goals. Porter has more than 17 years’ experience in the wealth management industry. Her most recent position was at FineMark National Bank & Trust, Estero, Fla., as vice president and trust administrator, where she served as a trusted advisor to her clients, including financial planning evaluation, estate plan reviews, and partnering with clients’ attorneys and CPAs for the benefit of clients’ fiduciary goals. An active member of the professional community, Porter has served as past president of the Bonita Springs Assistance Office Board of Directors, is a graduate of Leadership Bonita (SWFL) 2013 and past co-chair of Leadership Bonita (SWFL) Alumni Committee, past president of Lee County Estate Planning Committee, and past president of SWFL Hispanic Chamber of Commerce, to name a few. Porter obtained her Bachelor of Arts in economics and Spanish from Cornell College, Mount Vernan, Iowa. She is a graduate of the American Bankers Association’s National Graduate Trust School and a graduate of the Florida Bankers Association’s Florida Graduate Trust School. Porter is a Certified Trust & Fiduciary Advisor and a Certified Financial Planner. OCALA

Curtis

and senior lender for Freedom Bank, a competitor community bank based in St. Petersburg, which was acquired by Seacoast Bank in 2020. There he supervised bank-wide lending sales initiatives and portfolio management, while also managing and developing his own commercial loan portfolio in excess of $120 million. Prior to Freedom Bank, he served as vice president at other top regional community banks, including Hancock Bank, Regions and SunTrust. An industry leader with more than 20 years of experience, Curtis brings not only expertise in commercial banking management but also proven success in the Tampa Bay market and in the community banking space. In his new role with BayFirst, Curtis will direct the strategic execution of BayFirst’s commercial and personal loan production in Pinellas County to maximize profitability. He will be responsible for staff management, driving new business deposits and loan relationships, and the development of bank products and services in the market. Curtis holds a Bachelor of Science in international business from Florida State University. He is also a graduate of the University of Florida’s Florida School of Banking and Louisiana State University’s Graduate School of Banking. Curtis currently serves on the Board of Directors for Remember Honor Support and Menorah Life, both St. Petersburg non-profits.

Brian K. Smith joined Mainstreet Community Bank of Florida as vice president/commercial lender. He previously worked for Citizens Bank of Florida in Oviedo as a senior credit analyst and commercial loan officer

Smith

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