Table Of Content
Scott enjoys hiking in Montana, Oregon, Utah and Washington, cruising, Fantasy Football and photography (taking pictures wildlife and waterfalls). A graduate of the Leadership Charlotte Class of 2008, Kelly has served on the board of Drug Free Charlotte County. She was an ambassador of the Charlotte County Chamber of Commerce, member of the United Way Impact Panel and vice chair of the Charlotte County Chapter of the American Red Cross. She is a Past President of the North Port area Chamber (2022), and still serves on several committees within the Chamber. When Shirley joined the Bank in 2019, she brought 25 years of experience in Trust and Finance to her new role as a Vice President and Trust Officer. She began her career as a probate paralegal for a prominent Sarasota, Fla., law firm, then served as a Personal Trust Specialist and Trust Officer for a pair of major financial institutions.
Banks' ratings show recovery - Sarasota Herald-Tribune
Banks' ratings show recovery.
Posted: Wed, 05 Jun 2013 07:00:00 GMT [source]
Crews Financial Services
In addition, Lory has earned both the Florida Certification and National Certified Guardian designations. She serves on the Executive Committee for the Florida Bankers Association’s Trust and Wealth Management Division, volunteers with Tidewell Hospice and United Way Women United. She is a past member of the Board of Directors of the Military Heritage Museum. Brad is also an active member in the Polk County community, having participated in the Lakeland Chamber of Commerce, the Boys and Girls Club Committee, and most notably as a mentor to two teenage boys at Florida Baptist Children’s home.
Parkside Branch
Marilyn is a life-long Floridian who enjoys spending time with her husband, Marvin, of over 40 years, and her family. In her free time, she enjoys spending time with her family and friends, reading and shopping. She has been involved with Boys and Girls Clubs of Sarasota County since 2002, serving as board chair, vice chair, treasurer and secretary.
Price History for 43997 Boardwalk Loop #1846
Angie, who has more than 13 years of wealth management experience, works closely with clients to manage their investments in trusts, IRAs, or individually titled accounts. A proven success in asset management, she has a genuine passion for helping clients achieve their financial goals via comprehensive investment plans. An active community member outside of work, Scott has served as a finance committee member of Charlotte County Habitat for Humanity and as a board treasurer of Visually Impaired Persons of Charlotte County. Doug completed the Graduate School of Banking at Louisiana State University in 2008, as well as Risk Management Association (RMA) courses in business tax returns and commercial loan structuring. He is an active member of the Commercial Real Estate Alliance of the Realtor Association of Sarasota/Manatee, Gulf Coast Builders Exchange and Lakewood Ranch Business Alliance.
CHARLOTTE STATE BANK & TRUST OFFICES IN FLORIDA
When not working or volunteering, he enjoys traveling, learning new things, and spending quality time with his family and friends. Andy is married and has two children who “keep him on his toes.” He loves exploring new places, cultures, and cuisines with his family. Active in the community, Jacqueline is a director of the Punta Gorda Chamber of Commerce and chairs the chamber’s Membership Committee.
Charlotte State Bank & Trust, Punta Gorda Branch Location
In 1990, she became an officer and in 1997 was named Executive Vice President. She was appointed President of one of Crews Bank & Trust’s legacy banks, Wauchula State Bank, in January 2018. When the Bank unified in September 2023, Donna was named Market President for Hardee, Highlands, and Polk counties. Throughout his education and career, Eric has shown his passion for banking and finance. He holds a Bachelor of Science in finance from the University of Florida, where he graduated cum laude, and a Master of Business Administration from Florida Gulf Coast University.
He was born and raised in Wauchula, FL and has been with the bank family for nearly three decades. Danielle has worked with the bank for over 25 years and has held many positions, including data supervisor, human resources manager, executive assistant and lead teller. In her spare time, she enjoys spending time with her family and being outdoors. Jamey is a graduate of Manatee Community College and obtained his bachelor’s degree from the University of South Florida in Finance.
Trust & Wealth Team
Shawanna is lifelong Floridian from Highlands County and currently resides in Sebring. She joined the Bank as a personal banker in 2000, bringing with her over twelve years’ experience in banking, having worked as a teller, lead teller and assistant branch manager. Lory manages the Trust and Wealth division to help coordinate the diverse services provided. Her management and operations experience gives her the resources necessary to lead a team of professionals offering trust products and services with a high degree of personal attention. Prior to joining Crews Bank & Trust, James held a variety of positions including branch manager, business banker, and mortgage lender. Cristin was already a familiar figure in banking and commercial lending in Collier and Lee counties when she joined the Bank in 2016.
Prior to joining our Bank, Jennifer worked as a teller supervisor at another financial institution for three years. NMLS # Originally from San Diego, Charlene moved to Englewood in 1999 and began her banking career upon her arrival. Throughout her time at the bank, she has held many positions, most recently as retail branch support, working on special projects and training.
She was born in Virginia and moved to Arcadia as a child, where she graduated from DeSoto High School. She works closely with Link2Success, and often gives tours of the bank and speaks to local schools about banking. Sara joined the Bank as a teller specialist at the Murdock office in 2002 and quickly rose to the position of head teller. She cross-trained as a personal banker and helped maintain operations of the branch retail staff while managing the many facets of teller operations. Brad joined the Bank as Vice President and Commercial Banker in August 2022. Brad has a connection to the central Florida area having spent twenty-five years in the financial industry there, with two decades focusing on commercial real estate lending.
Bank rating displayed here is the average value for all Charlotte State Bank & Trust branches. A total of 2 customers had cast their vote for 5 branches and in average, Charlotte State Bank & Trust got a score of 3.0 out of 5 stars. Below is a list of some important events in banks history, including mergers and acquisitions.
Cristin earned a bachelor’s degree in public health at the University of Massachusetts and an MBA in finance at Florida Gulf Coast University. In 2024, Cristin was awarded the Certified Commercial Investment Member designation by the CCIM Institute. The CCIM title signifies expertise in the commercial real estate profession. A sixth-generation Floridian born in Lakeland, John attended Bartow Senior High School and earned a Business Administration Degree in finance from the University of South Florida. He is a member of the Winter Haven and Bartow Chamber of Commerce, and he enjoys hunting, fishing, college football, planting trees, improving wildlife habitats and spending time with his family. Rob began his banking career with Wauchula State Bank, one of Crews Bank & Trust's legacy banks, in 1996 after a 10-year career as a US Army Officer and Cobra & Apache Attack Helicopter Pilot.
She has served as a board member, board Vice President, and board Treasurer for the Bonita Springs Lions Eye Clinic. Cristin has been a Junior Achievement volunteer as well as a member of the Bonita Springs Kiwanis Young Professionals and Reading Rocks at Bonita Springs Elementary. He has served in leadership positions on many civic and nonprofit boards, including President and Vice President of the Kiwanis Club, Chairman and Vice Chairman of Keep Highlands County Beautiful and Vice Chairman and Treasurer of Highlands County YMCA.
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