Trust Executive Committee

Owing to the specialized needs of trust and wealth management banks, the Florida Bankers Association has assigned the Trust & Wealth Management Division their own Executive Committee. This committee is made up trust and wealth management professionals who — along with FBA staff — seek to assist members of the Division in becoming more effective and efficient.

For more information about the Trust Executive Committee, please contact Pamela Ricco at (850) 224-2265.

Bill Moor
Capital City Trust Company
Tallahassee, Florida

 Jim Anthony
Executive Vice President
Community Bank & Trust of Florida
Ocala, Florida

Carlos Batlle
Managing Director
JP Morgan Chase Bank
Miami, Florida

Ad Hoc
Christine S. Bell
Vice President & Trust Officer
CenterState Bank of Florida, N.A.
Jacksonville, Florida

Kelly Caldwell
Chairman and CEO
Caldwell Trust Company
Venice, Florida

Ad Hoc
RPPTL Liasion
Joan Crain
Senior Director, Wealth Management
BNY Mellon Wealth Management
Fort Lauderdale, Florida

Richard DeNapoli, JD., LL.M.,CFP
Chief Trust Officer
Coral Gables Trust
Coral Gables, Florida

Ad Hoc
Burns A. Dobbins, IV, JD, LL.M.
VP, Senior Trust Officer
Fifth Third Bank
Naples, Florida

Sasha A. Klein
SVP, Wealth Mgt & Trust Director
Sabadell Bank & Trust
Palm Beach, Florida

Ad Hoc
RPPTL Liasion
Mark Middlebrook
Senior Trust Manager
Wells Fargo Private Bank
Jacksonville, Florida

Trust School Liaison
Sam Munn, JD
Managing Director & Senior Trust Officer
US Trust, Bank of America Private Wealth
Bonita Springs, Florida

Ad Hoc
Mark R. Parthemer
Managing Director
Fiduciary Counsel, Southeast Region
Bessemer Trust Company
Palm Beach, Florida

Ad Hoc
Ann Tallman
Vice President and Trust Officer
Community Bank and Trust of Florida
The Villages, Florida

2nd Immediate Past Chairman
Steve Tinkler
SVP, Fiduciary Group Executive
SunTrust Banks, Inc.
Fort Lauderdale, Florida

Susan H. Walker
SVP, Group Director Wealth Advisors
BB&T Wealth Management
Jacksonville, Florida

Joseph Weaver
Raymond James Trust, N.A
St. Petersburg, Florida

Ad Hoc
Paul Weigel
Managing Director & Regional Trust Executive
U.S. Trust Bank of America Private Wealth Management
Fort Lauderdale, Florida

Ad Hoc
Lory R. Weisensee
Executive Vice President
Charlotte State Bank & Trust
Port Charlotte, Florida