Tampa
Kelly E. Ritrievi
Vice President, Trust Officer
Kelly Ritrievi serves as liaison to all members of a client’s relationship team and assists clients with their investment management and estate planning evaluation and strategy. As a trust officer, she also serves as fiduciary in accordance with the terms of the governing instruments, local law, and sound fiduciary principles. Kelly spent more than 15 years as a senior-level fundraiser in higher education and the arts where she specialized in planned giving. Earlier, she held administrative and consultative positions in the healthcare industry. Kelly has a Bachelor of Science degree from Boston University and a Master of Science in healthcare administration from the University of North Carolina at Chapel Hill. She earned her juris doctor from the Stetson University College of Law.
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