The Sanibel Captiva Trust Company has promoted Ann Pankow, CFP, CTFA, ChFC, senior vice president and trust officer to director of trust administration.
Pankow is responsible for communicating with and monitoring the trust officer team throughout the company. She also continues to serve as a main point of contact for clients and their relationship team, collaborating on their accounts, facilitating account and estate documents, distributions and more.
“Ann’s background in trust work is exceptional,” said The Sanibel Captiva Trust Company Founder and Chairman S. Albert D. Hanser. “She stays current on trends in the industry and is able to apply this knowledge to benefit our clients.”
Before joining the Trust Company, Pankow served as senior client experience manager for Key Private Bank, focusing on ensuring her clients’ wealth management to meet their unique financial objectives, as well as grow and preserve their assets.
Earlier she was trust officer and private wealth advisor at FineMark National Bank & Trust, Fort Myers, where she advised clients on their wealth management goals and provided comprehensive trust and estate services and financial planning for more than 10 years. At the same time, she was serving as the economic and financial analyst consultant at The World Bank – using her extensive research skills on numerous projects to analyze the expected economic and financial returns on domestic and international endeavors.
Pankow is a CERTIFIED FINANCIAL PLANNER™ professional who also holds the Certified Trust and Financial Advisor (CTFA), Chartered Financial Consultant® (ChFC®) designations, and Philanthropic Solutions in Financial Planning Certificate through the Financial Planning Association. She graduated from Florida Gulf Coast University with a Bachelor of Science in finance. She is a founding member of the Southwest Florida Women in Investment Management Committee and acknowledged for the Soaring Eagles Society by FGCU Lutgert College of Business. Pankow was also an Honors Graduate of the Florida Bankers Association’s Florida Trust and Wealth Management School.
About The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company is an independent trust company with $3.6 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices are located in Sanibel, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. For information, visit SanCapTrustCo.com.