Florida Banking November 2021

Caldwell’s values as a business leader, and he brings this perspective to his position as Chair. This is an exciting season for the trust industry to “rally the troops” and make their voices heard when it comes to the new laws governing their jobs. “One of the major benefits of being a member in the FBA is the opportunity to network with other colleagues and learn about the trends within the industry,” Pratt said. “Our industry is strong legislatively when we’re together and we speak with one voice, and having a trust and wealth management division of the FBA has allowed us to do that.”

FBA's Trust and Wealth, Continued from page 9

advice, turning to social media “influencers” without the necessary credentials. “All of a sudden, everyone’s an expert. I don’t understand how you can give investment advice if you know nothing about your clients,” Caldwell said. “We’re in the relationship business. We’re in the business of understanding and helping our clients meet their goals. The types of investments change, but what doesn’t change is the need for relationships, the need to understand our clients, and the need to help them navigate through all the noise.” Building relationships and trust is central to

Members of the FBA Trust Executive Committee, from L to R: (Back row) FBA's Peter Brokaw, Lucas DeVicente, Richard DeNapoli, Bill Moor, Kelly Caldwell, Melissa Brown, Burns Dobbins; (Front row) FBA's Kenneth Pratt, Mark Parthemer, Sasha Klein, FBA's Pamela Ricco, and Joseph Weaver. See page 13 for a full list of TEC members.

10 — FLORIDA BANKING THE VOICE OF FLORIDA BANKING