FBA’s Trust Legislative Committee (TLC) was established to advise the association on the specialized area of trust and wealth management. Alongside FBA’s Trust Executive Committee, TLC assists in determining FBA’s legislative agenda and policy positions on important issues involving the industry. Committee members are responsible for reviewing and advising the group’s dedicated advocate on various issues. Participants also advocate on behalf of the division through attending various industry meetings and fostering relationships with state and federal elected officials.
For more information about the Trust Legislative Committee, contact Kenneth Pratt by email or at (850) 224-2265.
For more information about the Trust Legislative Committee, contact Kenneth Pratt by email or at (850) 224-2265.
2020-2021
Chairman
Sasha A. Klein, J.D., LLM SVP, Wealth Mgt & Trust Director Sabadell Bank & Trust Palm Beach, Florida Jonna S. Brown, J.D. Managing Director and Senior Trust Officer First Republic Trust Cmpany Palm Beach, Florida Joan Crain CFP, CTFA Senior Director, Wealth Management BNY Mellon Wealth Management Fort Lauderdale, Florida Mr. Burns A. Dobbins, IV, JD, LL.M. VP, Senior Trust Officer Fifth Third Bank Naples, Florida Mark P. Eiland Head of Personal Trust- Alabama & Florida Trustmark Wealth Management Mobile, Alabama Melissa M. Fricke Vice President Wilmington Trust, N.A. Stuart, Florida Rodney B. Frye, J.D., CTFA SVP/Senior Trust Manager BB&T Wealth Management Orlando, Florida Kerry Geroy, CTFA Compliance Office Naples Global Advisors Naples, Florida Linda H. Haskins, CPA Chief Operating Officer Coral Gables Trust Company Coral Gables, Florida Beth A. Horner Trust Director The Bnak of Tampa Tampa, Florida Joan Bradbury Kayser SVP, Head of Trust, Florida BMO Private Bank Sarasota, Florida |
George W. Lange, Jr. CTFA
Regional Manager of Investment and Fiduciary Services Wells Fargo Bank, N.A. Tampa, Florida David A. Lauver Principal Bessemer Trust Company Palm Beach, Florida Mark Middlebrook SVP, Regional Fiduciary Manager Wells Fargo Private Bank Jacksonville, Florida Richard F. Park Senior Trust Administrative Officer The Northern Trust Company Tampa, Florida Mark Parthemer Managing Director and Fiduciary Counsel, Southeast Region Bessemer Trust Company Palm Beach, Florida Victoria "Vicki" W. Peaper Vice President and Managing Director Wilmington Trust, N.A. North Palm Beach, Florida Tess Pietrucci Managing Director Wilmington Trust, N.A. Wilmington, Delaware Ms. Suzanne S. Weston SVP, Head of Fiduciary Services Chilton Trust Company, LLC Palm Beach, Florida Paul W. Wiegel Managing Director and Regional Trust Executive US Trust, Bank of America Private Wealth Management Fort Lauderdale, Florida Joel Yudenfreund Vice President and Estate Counselor Reliance Trust Company West Palm Beach, Florida |