Trust Education Committee

The Trust & Wealth Management Education Committee is responsible for setting the program for various events, including the Trust & Wealth Management Conference and the Florida Trust & Wealth Management School and Florida Trust & Wealth Management Graduate School.

For more information about the Trust & Wealth Management Education Committee, contact Pamela Ricco by email or at (850) 224-2265.

Ann Tallman, CTFA, AEP
Vice President and Trust Officer Business Development
Community Bank & Trust of Florida
The Villages, Florida

 Christine Bell
Vice President and Trust Officer
CenterState Bank of Florida, N.A.
Jacksonville, Florida

Jamie J. Broome, CTFA
Personal Trust Specialist
BB&T Wealth
Tampa, Florida

Kelly Caldwell
Chairman and CEO
Caldwell Trust Company
Venice, Florida

Jeff Cowley
First VP, Regional Trust Advisor
Suntrust Banks, Inc.
Tampa, Florida

Karen Lee Fatt, CTFA, AEP, CES
SVP/Personal Trust Specialist
BB&T Wealth Management
Tampa, Florida

Elizabeth Hackett
Associate Director of Trusts & Investments
Sabadell Bank & Trust, N.A.
Naples, Florida
Bill Moor, Jr.
Capital City Trust Company
Tallahassee, Florida

Vicki Peaper
Vice President and Managing Director
Wilmington Trust N.A.
North Palm Beach, Florida

Vince Tran
Senior Portfolio Manager & Fiduciary Officer
BNY Mellon Wealth Management
Palm Beach Gardens, Florida