Florida Banking June 2024

transitions to the role of president from her previous role as senior vice president, senior trust officer. In addition to managing the market, she will continue with her trust officer responsibilities serving as an advisor to her clients, assisting with financial planning, estate plan reviews, and partnering with her clients’ trusted advisors. Earlier, she held the position of vice president, trust administrator at FineMark National Bank & Trust, Estero, Fla. Porter obtained her Bachelor of Arts degree in Economics and Spanish from Cornell College, Mount Vernon, Iowa. She has a Master of Science in financial planning from California Lutheran University. She is a graduate of both the American Bankers Association’s National Graduate Trust School and the Florida Bankers Association’s Florida Graduate Trust School. She maintains two professional designations: Certified Trust & Fiduciary Advisor (CTFA) | CERTIFIED FINANCIAL PLANNER (CFP®). Both Porter and McCann are dedicated to nonprofit organizations throughout Southwest Florida. Porter has served as Past President of the Lee County Estate Planning Council, SWFL Hispanic Chamber of Commerce, and Bonita Springs Assistance Office Board of Directors, and is a Graduate of Leadership Bonita (SWFL) 2013. McCann currently serves on the boards of Corkscrew Swamp Sanctuary, New Horizons of Southwest Florida, and Hope Hospice of Lee County. their wealth management needs. Prior to joining The Naples Trust Company, McMorrow served at Northern Trust in Bonita Springs for 14 years as senior vice president, senior trust advisor, where she proactively assessed client needs, and the planning and development of their estate plans and wealth transfer goals. She also has her juris doctorate , and actively practiced law from 1998 to 2007 prior to transitioning to the trust industry. She is an active member of the Collier and Lee County Bar Associations and served on the board of directors of the Collier County Bar Association. She is a current board member and secretary of Interfaith Charities of South Lee, is a member of the Trust & Estates Section of the Collier County Bar Association, Estate Planning Council of Naples, Inc., and Estate Planning Council of Lee County. She is also past board president of the Collier County Bar Foundation and Collier County Women’s Bar Association. Included among her awards are the Medal of Honor, Collier County Bar Association and McMorrow Margaret (Maggie) McMorrow, J.D. has joined The Naples Trust Company as senior vice president, wealth services advisor. She is responsible for developing client relationships in both Collier and Lee counties by assisting them in identifying and prioritizing

title agency at the Lee Building Industry Association’s Annual Industry Awards.

Figueroa

Jefferson

Bell

Mitchell

Patterson

In testament to their dedication, expertise and invaluable contributions to the institution, Sanibel Captiva Community Bank announced the promotions of Gabriela Bell, Angie Figueroa, Diane Jefferson, Jackie Mitchell and Diane Patterson to the position of vice president. Bell is vice president and office manager of the McGregor Branch. Figueroa is vice president and office manager of the Winkler Branch. Jefferson is vice president and office manager of the College Branch. Patterson is vice president and office manager of the Bridge Branch. Mitchell is vice president and assistant director of deposit operations at the Bridge Branch Operations Center. These individuals have consistently demonstrated strong work ethic, integrity and a commitment to the bank’s mission of delivering financial services with unmatched, superior customer service to its clients. Their contributions have played a pivotal role in the success and growth of the organization.

NAPLES

The Naples Trust Company, a division of The Sanibel Captiva Trust Company, announced two strategic appointments: Billie Ann Porter, CFP, CTFA will serve as Naples Trust Company president, and West McCann, CFA will serve as Naples Market Executive. McCann said, “It has been a privilege to serve in this capacity for the last seven years, and I proudly pass the reins to a talented leader in Billie Porter as I dedicate more time toward relationship and

Porter

portfolio management for this growing business.” Porter is highly respected by her peers and brings with her an established reputation in the trust and wealth management industry. She McCann

WWW.FLORIDABANKERS.COM JUNE 2024 — 27