Florida Banking December 2025/January 2026

Celebrating Success 2025 Trust & Wealth Management Conference

Gorda, and Sen. Lori Berman, D-Boynton Beach • Trust Banker of the Year: Roland “Kelly” Caldwell, Jr., Caldwell Trust Company • Tinsley-Wells Honor Graduate: Stacey-Ann Williams, BNY Mellon Wealth • Trust Hall of Fame: Susan Walker, retired from Bank of America Thank you to our speakers, sponsors and attendees for making this event such a success. The ideas, energy and connections shared will continue to strengthen Florida’s trust and wealth management community.

We’re proud to celebrate the success of FBA’s Trust & Wealth Management Conference, held in September in Fort Lauderdale! The 2025 event brought together Florida’s top trust and wealth management professionals for two days of meaningful networking, fresh insights and dynamic discussions. We extend our well-deserved congratulations to this year’s honorees. Their leadership and contributions are shaping a stronger future for Florida’s trust and wealth management industry. • Friends of the Industry: Rep. Vanessa Oliver, R-Punta

WWW.FLORIDABANKERS.COM DECEMBER 25/JANUARY 26 | 21