Florida Banking July 2024

KUDOS

skills to navigate their financial futures is actually an investment in the prosperity of our entire community." "Jerry's unwavering support and the positive impact he has had on our community are truly commendable," said Laurie Sallarulo, President and CEO of Junior Achievement of South Florida. "His dedication to empowering the next generation with essential financial and work skills is a prime example of Jerry's vision for the future." The Junior Achievement Business Hall of Fame Awards Dinner, sponsored by CITY Furniture and Delta Air Lines, also paid tribute to other distinguished honorees, including Caitlin Stella of Joe DiMaggio Children's Hospital, the Huizenga Lifetime Legacy Award recipient Keith Koenig of CITY Furniture, and the Melissa Aiello Character Award honoree Frank

Jaumot of Ahearn Jasco + Company. As a 2024 Laureate, Plush joins a prestigious group of over 120 business leaders who have been recognized by Junior Achievement of South Florida for their exceptional contributions to the community. His induction underscores Amerant Bank's unwavering commitment to excellence, innovation, and empowering future generations. Junior Achievement of South Florida empowers youth with the knowledge, ability, and confidence to navigate their futures, drive the economy, and lead the community. Through real-world training in financial literacy, cutting-edge skill-building opportunities, and entrepreneurial values, JA prepares students for success in life and careers.

Caldwell Trust Company’s Nolan Wiggs Earns Prestigious CFP Certification

N olan Wiggs, CFP®, Trust Officer at Caldwell Trust Company in Sarasota, Fla., has attained his Certified Financial Planner™ (CFP®) certification, the standard in financial planning, and has been authorized by the CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. This accomplishment is particularly notable as only 6,207 CFP® professionals, or 6.2 percent, are aged 20-29, and only 7 percent of CFP® professionals reside in Florida. Wiggs has worked at Caldwell Trust Company since 2022 and is responsible for assisting clients with managing all aspects of their financial planning, including investing, budgeting, and estate and trust matters. "Nolan's dedication to professional development and commitment to excellence are evident in his achievement of the CFP® certification," said R.G. "Kelly" Caldwell, Jr., CEO of Caldwell Trust Company. "We are proud of his accomplishment and confident in his ability to continue providing exceptional service to our clients." Nolan’s journey into the wealth management industry was driven by his passion for helping people and his interest in learning about wealth management. “I have always been motivated by a desire to help people achieve their financial goals,” Nolan said. “My interest in learning about wealth and financial planning led me to this industry, where I can make a meaningful impact on people’s lives.” A native of Wilson, N.C., Nolan graduated with honors from Campbell University with a Master of

Business Administration and a Bachelor of Business Administration degree, majoring in Trust and Wealth Management and minoring in Financial Planning. Nolan obtained the Truist Emerging Leaders Certification in 2021 and the BB&T Leadership Institute Certification in 2019. He completed the Southeastern Trust School program in Buies Creek, N.C., and the Campbell Business School’s

Wiggs

Leadership Development program. During his college career, he served as the Treasurer and scholarship chair of the Kappa Sigma Fraternity – Sigma Phi Chapter. The CFP Board is the professional body for personal financial planners in the U.S., with a total of 100,538 CFP® professionals. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about the CFP Board, visit www.CFP.net.

WWW.FLORIDABANKERS.COM JULY 2024 — 29