Sanibel Captiva Trust Company

The Sanibel Captiva Trust Company once again proudly supports the Captiva Island Historical Society as the Presenting Sponsor of its 2024-25 season.?“While the aftermath of back-to-back hurricanes, Helene & Milton, has forced the CIHS to reschedule and reformat their event season, it’s important for all residents, visitors, & patrons of CIHS to know that support is still needed, and our team is happy to do that by kicking things off,” said Sanibel Captiva Trust Company President, Jeffrey Muddell, MBA, CFP?. “Captiva Island is so rich with history, and these recent storms have created more stories that need to be recorded for the future." Be a part of preserving Sanibel's history and stay updated on the CIHS 2024-25?event schedule here:?https://lnkd.in/eJFPHb9a Pictured below: Ed Ciskowski, SCTC, Mary Jane Vinson, CIHS, Tony Lapi, CIHS, Ginny Reiss, CIHS, Blair Wyatt, CIHS, Brian Holaway, CIHS, Rob Lisenbee, SCTC, Gaby Bell, SCTC, Frances Steger, SCTC --- #SupportingLocal #Sanibel #CaptivaIsland #Investments Judy Bricker, Al Hanser, Megan Marquardt

Don't miss?the opportunity to meet?Annabelle Tometich,?local author of the best seller -?The Mango Tree,?as part of?our Wisdom of Women?series. Limited?Seating – Reservations Required.?RSVP now to?[email protected]?or 239.472.8300. Carolyn Rogers, CFRE, Jeffrey Muddell, MBA, CFP?, Megan Marquardt --- #WisdomofWomen #MangoTree #MacintoshBooks?

Current Market Outlook: As we approach the end of another decidedly strong year in US markets, it bears noting that 2024 holds a great similarity to 2023, insofar as the key themes driving performance.?There are potential squalls on the horizon, but the US and its markets are well-positioned to continue to lead.? Equities are hovering near all-time highs, buoyed by optimism that Artificial Intelligence (AI) will propel revenue, earnings, and productivity gains for both the enablers and adopters of these technologies. Paired with the rate-cutting cycle that the Federal Reserve (Fed) embarked upon in its September meeting, this should provide an accommodating backdrop to equities for the balance of the year.??Click here for our complete Outlook:?https://lnkd.in/e3nKBWCZ --- #EconomicOutlook #PortfolioStrategy #StockMarketTrends #InvestSmart #SWFL #WealthManagement ? Kristian R. Jhamb, MBA, CFA, Logan Webb, CFA, CFP?

Coming together after the storms, The Sanibel Captiva Trust Company team went to work volunteering in the community this week, helping FISH OF SANCAP?clean and?organize the center and deliver meals to island residents in need. They also joined?Sanibel-Captiva Conservation Foundation (SCCF)?with clean up and debris removal?on the grounds of the?Bailey Homestead. ? Thank you to Jeffrey Muddell, MBA, CFP?, Carolyn Rogers, CFRE, Kendall Luthringer, Chris Morgan, CFA, CFP?, CAP, Megan Marquardt & Ed Ciskowski. --- #Volunteering #Sanibel #SWFL #HurricaneMilton #HurricaneHelene #WealthManagement

New to Florida? Or planning to move? Learn how to maximize your benefits as a Florida resident at our upcoming "Domicile Day" seminar.?? ? Join us this Thursday, Oct. 17th at 11:00 AM for an informative discussion led by experts, David M. Platt P.A, attorney?at law, and Trust company presidents, Jeffrey Muddell, MBA, CFP?,?Megan Marquardt CFP?, CTFA, on?how to establish Florida domicile and protect your assets in estate planning.?? ? Don't miss this opportunity and secure your spot today. RSVP to?[email protected]?or 239.472.8300 See flyer below for more details.? --- #FloridaResidncy #EstatePlanning #Tax #HomesteadExemption #Sanibel? Judy Bricker

It is our pleasure to welcome Jodi Schwartzel to The Trust Company’s investment management team. The experience she brings as a financial advisor and business development manager provides even more support and innovation for our clients. Learn more about Jodi here: https://lnkd.in/eRgxZbsB --- #FtMyers #PortfolioManager #Investment #SWFL Megan Marquardt, Jeffrey Muddell, MBA, CFP?, Carolyn Rogers, CFRE, Al Hanser

Of utmost importance is that you and your loved ones are safe after Hurricane Helene. Our thoughts go out to everyone who has been impacted, as our communities come together to recover.?We wanted you to know that all of our offices are NOW OPEN to serve you.? ? Contact your local office here: https://lnkd.in/eFxk8dqR --- #HurricaneHeleneRecovery #EstatePlanning #Florida #Tampa #Sanibel #FtMyers #Naples #MarcoIsland Carolyn Rogers, CFRE, Megan Marquardt, Jeffrey Muddell, MBA, CFP?, Al Hanser

Planning your next adventure? The Trust Company is Here to Help Ensure Your Financial Plans are as Solid As Your Travel Itinerary. ? Meeting with your advisor to review estate planning documents should be a key part of your pre-trip checklist. Wealth Advisor, Maggie McMorrow, shares which documents are most important, and how you can plan for peace of mind here: https://lnkd.in/exwqphxe ---? #TravelSmart #TrustCompany #Sanibel #Naples #FtMyers #Tampa #FinancialPlanning Megan Marquardt, Carolyn Rogers, CFRE, Jeffrey Muddell, MBA, CFP?, Al Hanser

A Monumental Shift in Wealth Toward Women Marks a Pivotal Time in U.S. History ? Currently, more wealth is being transferred to women than ever before. As women both inherit and earn substantial financial assets, it is essential to have the right tools and strategies to manage, protect and grow that wealth for financial security and future generations. Whether you're already preparing for this or perhaps navigating the complexities of managing a large estate, The Trust Company is here to help. ? Take control of your financial future and read more about women and wealth transfer here.?https://lnkd.in/e7jWypcf --- #WealthTransfer #EstatePlanning #FinancialEmpowerment #TrustManagement #Sanibel #FtMyers #Naples #Tampa Allison Constant, Judy Bricker, Carolyn Rogers, CFRE, Al Hanser, Jeffrey Muddell, MBA, CFP? ?

Please join us in celebrating the promotion of Peter Knize, J.D., LL.M., AEP? to Chief Fiduciary Officer. Peter has been with The Trust Company since 2019 and has demonstrated outstanding skill in delivering expert personalized care to our clients. We are excited to have Peter leading the Trust and Estate Administration team corporatewide. Read more about Peter here. https://lnkd.in/eQDyrAgs --- #WealthManagement #EstatePlanning #Promotion #Sanibel #FtMyers #Naples Judy Bricker, Jeffrey Muddell, MBA, CFP?, Carolyn Rogers, CFRE, Al Hanser,Megan Marquardt