Carol B. Boyd – Naples, FL
Posted on June 1, 2022
How Wealth Management Used to Be
My husband and I have been so impressed with the personal level of care the Trust Company team gives to us and every client, and the dedication of their portfolio managers, fiduciary team, and client service advocates – it took us back to how wealth management used to be. We became clients not long after I joined the company to become President of their Naples operation. Since then, I’ve retired and moved on to their board of directors. They provide a personal connection with a real person to answer the phone and listen to our questions and concerns. Our team members are just a phone call away or available for an in-person meeting right here where we live and have an outstanding investment strategy. I recommend this company to my friends regularly, because I care about them and want them to have the same experience.
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