SANIBEL & FORT MYERS
Ann K. Pankow, CTFA, CFP®, ChFC®
Senior Vice President, Trust Officer
Ann serves as a main point of contact for clients and their relationship team, collaborating on their accounts, facilitating account and estate documents, distributions and more. Prior to joining the Trust Company, she was Senior Client Experience Manager for Key Private Bank focusing on ensuring her clients’ wealth management plans are carried through to meet their unique financial objectives, as well as grow and preserve their assets. For more than 10 years, Ann was Trust Officer, Private Wealth Advisor at FineMark National Bank & Trust, Fort Myers, FL. At the same time, she was serving as the Economic & Financial Analyst Consultant at The World Bank – using her extensive research skills on numerous projects to analyze the expected economic and financial returns on domestic and international endeavors. Ann graduated from Florida Gulf Coast University with a Bachelor of Science in Finance. She holds the Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® (ChFC®) designations, and Philanthropic Solutions in Financial Planning Certificate through the Financial Planning Association. She is a founding member of the Southwest Florida Women in Investment Management Committee.
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