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NAPLES, Fla. - Floridant -- Florida Trust Wealth Management welcomes Steven M. Stauss, vice president, to the company. Stauss will be part of the wealth services team and work with current and future clients, assessing their wealth management needs across investment management, estate administration and financial planning to align with their lifestyle and long-term goals.
Stauss joins Florida Trust from a career in personal and commercial insurance, most recently with Gulfshore Insurance / Acrisure in Naples as a client advisor to individuals and business owners, particularly those in the luxury home building, country club and manufacturing industries.
"His years of experience and knowledge across an array of risk management solutions adds to his financial services acumen for the benefit of our clients," said Billie Ann Porter, Naples president of Florida Trust.
Originally from Upstate New York, Stauss has been recognized for his philanthropic efforts in raising funds for cancer and Alzheimer's research. He is a member of the Collier Building Industry Association and a graduate of Mercyhurst University in Erie, Pa., with a dual major in business finance and marketing.
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About Florida Trust Wealth Management
Florida Trust Wealth Management is an independent state-chartered trust company with more than $5.5 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
Stauss joins Florida Trust from a career in personal and commercial insurance, most recently with Gulfshore Insurance / Acrisure in Naples as a client advisor to individuals and business owners, particularly those in the luxury home building, country club and manufacturing industries.
"His years of experience and knowledge across an array of risk management solutions adds to his financial services acumen for the benefit of our clients," said Billie Ann Porter, Naples president of Florida Trust.
Originally from Upstate New York, Stauss has been recognized for his philanthropic efforts in raising funds for cancer and Alzheimer's research. He is a member of the Collier Building Industry Association and a graduate of Mercyhurst University in Erie, Pa., with a dual major in business finance and marketing.
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About Florida Trust Wealth Management
Florida Trust Wealth Management is an independent state-chartered trust company with more than $5.5 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
Source: Florida Trust Wealth Management
Filed Under: Banking
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