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FBA CALENDAR

Trust Legislative Committee

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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. 

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

Florida Bankers Association

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Phone: (850) 224-2265 | [email protected] 
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  • About Us
    • Our Staff & Values
    • 2024-27 Strategic Plan
    • Governance & Bylaws
  • Advocacy
    • Government Relations
    • Florida BankPac
    • Current Issues
    • Trust & Wealth
  • Membership
    • Join the FBA
    • Peer Groups
    • Endorsed Partnership
    • Member Directory
    • Member Login
  • Education & Events
    • Calendar
    • Events List >
      • Commercial Lending School
      • FL Supervisors Academy
      • 2025 DC Trip
      • Consumer Compliance Conference
      • 2025 Capitol Day + Capitol Night >
        • FBEF Welcome Reception 2025
      • Women in Leadership Conference
      • CFO Forum
      • Annual Meeting
      • Trust Wealth Management Conference
      • Bank Directors Training
      • BSA/AML Symposium
      • Advanced Deposit Account Administration
      • Frontline Branch Series
    • Events by Date
    • Educational Foundation (FBEF)
    • FBA Schools >
      • School of Banking
      • Trust & Wealth Management School
      • Online Student Resources
    • Online Learning
    • Speak At Our Events
    • Cancellation Policy
  • Resources
    • FBA In The Media
    • FBA Publications
    • Careers in Banking
    • Advertising
    • Our Products
    • Meet Your Endorsed Partners