Naples Trust Company Celebrates 15 Years
Posted on June 25, 2024
(Photo – front left and right: West McCann, CFA – Naples Market President and Billie Ann Porter, CFP®, CTFA – President, Naples Trust Company and local team members.)
Billie Ann Porter, President of The Naples Trust Company announced they are celebrating the company’s 15th anniversary this month serving the Naples-Marco Island and Bonita Springs communities. Naples Trust, a division of The Sanibel Captiva Trust Company opened its doors in June of 2009 and has experienced consistent growth of clients, employees and assets under management ever since.
“Our entire team is very grateful for the confidence our clients, professional advisors and community organizations have demonstrated through the close relationships we’ve formed and the work we’ve accomplished together over these last 15 years,” said Porter. “We have exciting plans ahead. It has been our honor to serve this community and we will continue to do so for years to come.”
Naples Trust helps families and business owners throughout the sale of their businesses and works with multiple generations of family members on their financial planning and wealth transfer strategies. They also partner with local professionals for the benefit of their clients and support the community through sponsorship and engagement.
“All of our team members across investment management, wealth advisory, and trust administration are honored to be a part of your lives,” said West McCann, Naples Market Executive. “We appreciate getting to know you and your family members and learn what is most important to you, which enables us to provide the most effective advice and service for your situation.”
This year The Sanibel Captiva Trust Company (2001) and its divisions surpassed $4.3 billion in assets under management, making it one of the largest independent trust companies on Florida’s west coast. They also opened their new, larger office on Sanibel Island and expanded into Fort Myers with their new Bell Tower office.
About The Naples Trust Company
The Naples trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company of Sanibel, Florida; an independent firm with $4.3 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations, and endowments. Founded in 2001 as a state-chartered, independent trust company, the firm is focused on wealth management services that are absolute return oriented and performance driven. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs, and Tarpon Springs. www.naplestrustcompany.com
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