Florida Banking October 2023

PERSONAL TRANSACTIONS

25 years of banking experience to the team, Garic previously managed branch locations for Professional Bank as the District Branch Operations Manager and will create a first-class client experience in her new role. SANIBEL

party and pension relations before transitioning into an advisory role that led him where he is today. TAMPA The Tampa Bay Trust Company announced the promotion of Louis Pappas to senior vice president on the Family Office Services team. Pappas oversees the Tarpon Springs office and serves as a wealth services advisor within the Family Office. He works with individuals and business owners who usually have complex multi-generational families who benefit from detailed balance sheet management and sophisticated estate planning and investment strategies. Pappas is a fourth generation native of Tarpon Springs and graduated from Stetson University in Deland where he received his Bachelor of Science degree in business administration, majoring in family enterprise. He serves as vice chairman of the board of directors for Advent Health North Pinellas Hospital Foundation. The Tampa Bay Trust Company announced the promotion of Kelly Ritrievi to vice president, trust officer. Ritrievi serves as a main point Company, Ritrievi spent more than 15 years as a senior-level fundraiser in higher education and the arts where she specialized in planned giving. She obtained her Bachelor of Science degree in rehabilitation counseling from Boston University’s College of Health & Rehabilitation Sciences: Sargent College, Boston, Mass., and her Master of Science degree in Public Health from University of North Carolina at Chapel Hill. She later received her Juris Doctorate from Stetson University College of Law, St. Petersburg. Ritrievi is located at Tampa Bay Trust Company’s Boy Scout Boulevard location. Pappas Ritrievi of contact for the client and is a liaison to all members of a client’s relationship team, collaborating on accounts, facilitating account and estate documents, distributions and more. Prior to joining the Trust

The Sanibel Captiva Trust Company announced the addition of the firm’s new Director of Compliance Jenna Pruitt, CIA, CFIRS to oversee and implement compliance standards for The Sanibel Captiva Trust Company and its divisions of The Naples Trust

Pruitt

Company and The Tampa Bay Trust Company. Pruitt’s compliance responsibilities include the monitoring of The Trust Company’s strength of internal controls and audits; adequacy of earnings, compliance with governing instruments, applicable laws, and sound fiduciary principles. Prior to joining The Trust Company, Pruitt served on the Risk Consulting and Internal Audit team for several years at Crow LLP headquartered in Chicago, a public accounting, consulting and technology firm that can serve as a third-party auditor for financial firms. Her most recent position was as senior manager where she managed several teams to execute consulting engagements, and co-led firm-wide trust and wealth management initiatives. Pruitt is an experienced speaker in her industry, having presented at conferences for FIRMA (Fiduciary and Investment Risk Management Association), Crowe Financial Services, and Central Virginia Institute of Internal Auditors. She is a member of the Institute of Internal Auditors, Western Carolinas Chapter, and attended Ball State University, where she received a Bachelor of Science degree in Accountancy. TALLAHASSEE Capital City Investments, a subsidiary

of Capital City Bank Group, Inc., announced David Tyson has joined its team of advisors helping serve the investment needs of clients in the greater Tallahassee area. Tyson draws upon three decades of experience

Tyson

in the financial services industry in his advisory business, with an emphasis on transactional business, retirement, estate and tax planning. He focuses on developing comprehensive financial plans based on individual goals and aids in mapping out financial futures for individuals, families and businesses. Tyson holds Series 7, 63, and 65 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses. Tyson began his career as a wholesaler in the financial industry covering third

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