Schwartzel promoted at Florida Trust Wealth Management
The Floridant/10342831

FORT MYERS, Fla. - Floridant -- Florida Trust Wealth Management is pleased to announce the promotion of Jodi Schwartzel to senior vice president, senior portfolio manager for the Lee County market. In addition to serving on the company's strategic investment committee, she partners closely with individuals, families and nonprofits to help them achieve their financial goals, managing investment portfolios designed to support their long-term aspirations and legacy objectives.

"Jodi not only conducts skilled market research for the benefit of our clients and overall team, but she also demonstrates a leadership quality and team perspective that supports our culture at Florida Trust," said Logan Webb, CFA, CFP^®, chief investment officer.

Prior to joining Florida Trust, Schwartzel was the Southwest Florida business development manager at Morgan Stanley. She also served as a financial advisor with UBS Financial Services in Fort Myers.

As a contributor to her community, Schwartzel has served on nonprofit boards, including the Sanibel-Captiva Zonta Foundation, Sanibel-Captiva Conservation Foundation, Southwest Florida Catholic Community Foundation and Sanibel Sea School. She is also honored to hold the rare distinction of Lifetime Girl Scout.

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Schwartzel earned her bachelor's degree in communications from Ringling College of Art and Design in Sarasota, Florida, and later completed the Certified Financial Planner curriculum at Florida State University. Schwartzel's office is located at Florida Trust's Bell Tower location off Daniels Parkway in Fort Myers.

About Florida Trust Wealth Management

Florida Trust Wealth Management is an independent state-chartered trust company with nearly $6 billion in assets under management that provides Family Office (https://floridatrust.com/family-office-services/) and Wealth Management (https://floridatrust.com/wealth-management-a-holistic-coordinated-approach/) Services, including investment management (https://floridatrust.com/investment-services/), trust administration (https://floridatrust.com/trust-services/) and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. The firm is focused on wealth management services that are absolute-return oriented and performance driven. Originally established in 2001, the company operated under its flagship name of The Sanibel Captiva Trust Company for 25 years, including its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, St. Petersburg, Belleair Bluffs and Tarpon Springs. floridatrust.com

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