Naples Trust Company

It is our pleasure to welcome Jodi Schwartzel to The Trust Company’s investment management team. The experience she brings as a financial advisor and business development manager provides even more support and innovation for our clients. Learn more about Jodi here: https://lnkd.in/eRgxZbsB --- #FtMyers #PortfolioManager #Investment #SWFL Judy Bricker, Samira Molabecirovic

Of utmost importance is that you and your loved ones are safe after Hurricane Helene. Our thoughts go out to everyone who has been impacted, as our communities come together to recover. We wanted you to know that all of our offices are NOW OPEN to serve you.    Contact your local office here: https://lnkd.in/ekWWi3uK --- #HurricaneHeleneRecovery #EstatePlanning #Florida #Tampa #Sanibel #FtMyers #Naples #MarcoIsland Judy Bricker, Samira Molabecirovic, Billie Ann Porter

Planning your next adventure? The Trust Company is Here to Help Ensure Your Financial Plans are as Solid As Your Travel Itinerary.   Meeting with your advisor to review estate planning documents should be a key part of your pre-trip checklist. Wealth Advisor, Maggie McMorrow, shares which documents are most important, and how you can plan for peace of mind here: https://lnkd.in/exwqphxe ---  #TravelSmart #TrustCompany #Naples #FtMyers #Sanibel #Tampa #FinancialPlanning Judy Bricker, Samira Molabecirovic, Billie Ann Porter,

Cooking up Connections & Building Relationships in Our Community    At The Trust Company we believe in the power of collaboration and creating growth, not only within our team, but with other local professionals. We were excited to host a pasta cooking class at Sur La Table in Naples where Naples President, Billie Ann Porter, SVP Wealth Advisor, Maggie McMorrow & SVP Fiduciary Officer, @Virginia “Ginny” A. Cabai, J.D., LL.M. were joined by Miranda Weiss, Starling Hendriks, S. Dresden Brunner, Lorna Scharlacken, Lorna McGeorge, and Margo Ceresney for a fun night outside of the office and unique way to strengthen our network.   Thank you to everyone who helped make this night a success. We look forward to opportunities for collaborating in the future.    If our Trust Company team can assist you in any way, please contact us here: https://lnkd.in/ekWWi3uK --- #CommunityCollaboration #TrustCompany #Naples #Networking #CookingClass #Trust #EstatePlanning

A Monumental Shift in Wealth Toward Women Marks a Pivotal Time in U.S. History   Currently, more wealth is being transferred to women than ever before. As women both inherit and earn substantial financial assets, it is essential to have the right tools and strategies to manage, protect and grow that wealth for financial security and future generations. Whether you're already preparing for this or perhaps navigating the complexities of managing a large estate, The Trust Company is here to help.   Take control of your financial future and read more about women and wealth transfer here. https://lnkd.in/e7jWypcf --- #WealthTransfer #EstatePlanning #FinancialEmpowerment #TrustManagement #Naples #Tampa #Sanibel #FtMyers   Judy Bricker Samira Molabecirovic Allison Constant Billie Ann Porter

Please join us in celebrating the promotion of Peter Knize, J.D., LL.M., AEP® to Chief Fiduciary Officer. Peter has been with The Trust Company since 2019 and has demonstrated outstanding skill in delivering expert personalized care to our clients. We are excited to have Peter leading the Trust and Estate Administration team corporatewide. Read more about Peter here. https://lnkd.in/eQDyrAgs --- #WealthManagement #EstatePlanning #Promotion #Naples #FtMyers #Sanibel Judy Bricker, Samira Molabecirovic, Billie Ann Porter

The Naples Trust Company was a proud sponsor at the Attorney Trust Officer Liaison Conference (ATO) this year. Naples President, Billie Ann Porter CFP®, CTFA and Wealth Services Advisor, Maggie McMorrow J.D. entertained fellow participants, Attorney Starling Hendriks of Bond, Schoeneck & King PLLC (Naples), and Attorneys Jamie B. Schwinghamer and Geena Kandel of Roetzel & Andress (Naples). --- Judy Bricker, #Naples #WealthManagement #CollierCountyBar

Noreen Harrington, CEO of DataWhys, an artificial intelligence company, spoke to clients and guests of The Naples Trust Company during breakfast at Tiburon Golf Club in Naples last week. Ms. Harrington touched on myriad uses for AI across industries and possible legislation as AI expands. She addressed the advantages as well as the challenges of AI in the financial industry and investors’ portfolios. A robust question and answer period ensued and guests were captivated as they learned that AI is here to stay. Guests pose with Noreen Harrington (center) and West McCann (right), President of The Naples Trust Company. #Naples #TrustCompany #ArtificialIntelligence #WealthManagement Noreen Harrington, West McCann, CFA Billie Ann Porter, Samira Molabecirovic

TALK ON HOMEOWNERS' INSURANCE AND FLORIDA DOMICILE

The third quarter is fully behind us and the end to another year is in sight. When reviewing the quarterly performance of the stock market, it is tempting to conclude that not much happened during the past quarter. Here's Chief Investment Officer Andrew Vanderhorst, CFA, CAIA, CPWA®, CFP® with insights on the last quarter and future trends. Read more: https://lnkd.in/gysKbP2x #StockMarket #NaplesFlorida