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Christy was an active member of the Kiwanis Club of Sebring for many years, serving as Treasurer. She is currently involved with the Bartow and Wauchula Chamber of Commerce. She recently joined the board for the Big Brother Big Sisters Hardee County Club. She enjoys the outdoors, including hunting and fishing, and spending time with her family. With over three decades of banking experience, Kevin is familiar with all aspects of commercial lending, specializing in owner-occupied and investor real estate lending.
Port Charlotte, FL 33948
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.
Your Finances at Your Fingertips
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.
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In addition, our staff members from top to bottom readily volunteer, showing they are involved and dedicated to the community where they work and live. Our Punta Gorda branch is located in a 5,000-square-foot facility on the corner of Tamiami Trail and Airport Road. We started out in a temporary modular facility while the branch was being constructed and moved to the current location in 1999. Prior to her tenure in the banking sector, she owned a business in Indiana from 2003 to 2017, later transitioning to a retail store management position upon her relocation to Florida.
You can find other offices in neighbourhood locations such as Port Charlotte, North Port and Punta Gorda. Third party advertisements support hosting, listing verification, updates, and site maintenance. Information found on Bank Locations is strictly for informational purposes and does not construe legal or financial advice. Online reputation management for financial firms means strategically managing public perception. Holli is the Retail Banking Officer, Vice President at the Punta Gorda branch. Coldwell Banker Realty and Guaranteed Rate Affinity, LLC share common ownership and because of this relationship the brokerage may receive a financial or other benefit.
Originally from Jamestown, N.Y., Chris spent 13 years in Charlotte, N.C., before moving to Florida in 2007. Kris is a graduate of North Port Leadership, a Past President of both the North Port Area Chamber of Commerce and the Rotary Club on North Port Central as wells as a member of the Venice Area Chamber of Commerce. She is also a committee member of the Charlotte County Habitat for Humanity, serving on the Housing Selection Committee and as a Financial Education Volunteer. Originally from Hartford, Connecticut, he is no stranger to Southwest Florida, having moved to the area in 1993. A graduate of Venice High School, James holds a bachelor’s degree in computer science from the University of Phoenix. Rob earned his Bachelor of Science in Professional Aeronautics from Embry-Riddle Aeronautical University and is a graduate of the Florida School of Banking.
Scott is a former Rotary president who earned Paul Harris Fellow recognition from the Rotary Foundation. She filled a variety of roles, learning from each position and advancing to management positions. She started out as a teller, then began opening new customer accounts in 1995. Two years later, she moved into the bookkeeping department, concluding her three-year stint there as head bookkeeper. She was promoted to Assistant Vice President of Retail Operations in 2005 and within four years was made a full Vice President. Today, Michelle serves as the Regional Retail Administrator for the northern region of the Crews Banking Family.
Kim spends her spare time serving in her church and creating fun times with her sons and daughter-in-law. In her spare time, Jennifer loves to travel and spend time with her family. In her spare time, she prefers to be 120 feet below the ocean surface spearfishing alongside her husband. A graduate of Lake Placid High School, Shawanna actively contributes to the community as a Board Member at Nu-Hope Elder Care Services of Highlands County and as a mentor with Big Brothers Big Sisters. Additionally, she is a Bible teacher and the financial secretary at her church. Kerry served as Assistant Vice President and Branch Manager for a Sarasota bank from 2003 to 2006, then joined our bank as a Retail and Business Banking Officer at the bank’s Boca Grande office.
Charlotte State Bank & Trust
Originally from West Hartford, Conn., Elizabeth served as a customer service representative in that state for American Airlines, the Hartford Courant newspaper and other companies prior to moving to Florida in 2001. A native of the Port Charlotte area, Brittney is actively involved in the local community through autism awareness associations and performing arts enrichment programs. Her community support activities include coordinating blood drives at the bank for more than five years.
Len graduated from the Leadership Englewood program, presented by the Englewood Florida Chamber of Commerce, with the class of 2016, and the Leadership Venice program, presented by the Venice Area Chamber of Commerce, class of 2019. Although Brad was born in Bluefield, WV, his family moved to Bradenton before his first birthday, so he considers himself a native Floridian. Sharing your experience helps others make the right decision when searching for a business like this.
He also completed the Stonier Graduate School of Banking at the University of Pennsylvania, where he earned a Wharton Leadership Certificate. In addition, he is a Certified Commercial Investment Member (CCIM), a prestigious designation in the commercial real estate industry. Andrew “Andy” has been working in the banking industry since 2004, starting as a part-time teller right after high school. Since then, he has gained experience in various areas of banking, such as customer service, bookkeeping, data processing, and management information systems.
Teen honored for saving lives of her family - Sarasota Herald-Tribune
Teen honored for saving lives of her family.
Posted: Thu, 19 Jan 2006 08:00:00 GMT [source]
Angie works with new and existing clients, serving as a point of contact, ensuring that trust and investment management is properly administered to her client’s wishes. Her responsibilities include trust administration, retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals. Gloria graduated from DeSoto County High School and South Florida Community College. She is a licensed Florida loan officer certified through the Nationwide Mortgage Licensing System (NMLS # ).
He is an active outdoorsman who enjoys duck hunting, hiking and photography. Mark is a fourth-generation Floridian with strong ties to Florida’s Heartland. He is driven by helping his customers succeed in their business by offering solution-minded ideas. One of Southwest Florida’s leading business bankers, Todd joined the Bank in March of 2019. He has experience in all aspects of the banking industry, earning a reputation for providing exceptional service to his clients. Eduardo was born and raised in Aguas Buenas, Puerto Rico, and is fluent in English and Spanish.
In 2017 and 2019 Terese received the Venice Area Board of Realtors Affiliate Honor Award for her continued dedication as a member of the board’s Scholarship Committee. Terese has chaired Cora’s Giving Fund, a charity that supports pediatric cancer research, since 2016. She also volunteers for a variety of other local charitable organizations. Terese is familiar with the Conventional, FHA, & VA mortgage loan products that are available for the purchase or construction of residential homes and condominiums. She has helped thousands of clients originate mortgages to buy their dream homes, vacation homes, and investment properties. Terese is proficient in assisting clients in need of refinancing existing liens as well.
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