Florida Trust Wealth Management
Investment Management • 
2450 Periwinkle Way, Sanibel, United States • 51-100 Employees
Company overview
| Headquarters | 2450 Periwinkle Way, Sanibel, Florida 33957, US |
| Phone number | +12397744000 |
| Websites | |
| NAICS | 5231 |
| Founded | 2001 |
| Employees | 51-100 |
| Socials |
Key Contacts at Florida Trust Wealth Management
Jenna Fricke Pruitt
Director Of Compliance
Jenna Tarapani
Director Of Innovation
Terry Igo
Chief Executive Officer
Judy Bricker
Director Of Corporate Marketing
Laura Frost
Director Of Operations
Florida Trust Wealth Management Email Formats
Florida Trust Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@sancaptrustco.com), used 90.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sancaptrustco.com | 90.6% |
{first name}{last name} | johndoe@sancaptrustco.com | 6.2% |
{last name}{last name} | doedoe@sancaptrustco.com | 3.1% |
About Florida Trust Wealth Management
The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and Tampa Bay Trust Company have unified under one new name – Florida Trust Wealth Management. Only our name has changed. We took this opportunity to honor our history, while acknowledging who we are today and plan for our long future in Florida. “With the name, Florida Trust Wealth Management, the company now represents all the communities we serve,” said Al Hanser, Founder and Chairman. “It’s a new era in our company, and we’re excited to see what the next 25 years will bring.” Our Mission it to advise and care for our clients and their families by providing individualized wealth management through life’s transitions. We strive to inspire trust, confidence and a sense of community among those we serve. Our Mission keeps us focused on what is most important –individuals, families, foundations and business owners with missions of their own. Founded in 2001, The Sanibel Captiva Trust Company was created in response to high net-worth investors like you, seeking quality independent wealth management services to protect, grow and perpetuate their families’ assets. By holding fast to our Mission, we are able to create a unique relationship with individualized services designed specifically for you.
Florida Trust Wealth Management revenue & valuation
| Annual revenue | $8,993,655 |
| Revenue per employee | $143,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $28,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Florida Trust Wealth Management has 18 employees across 9 departments.
Departments
Number of employees
Funding Data
Florida Trust Wealth Management has never raised funding before.
Spain
Germany
Australia
Frequently asked questions
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