Megan Neace joins Florida Trust Wealth Management

NAPLES, Fla. - EntSun -- Florida Trust Wealth Management is pleased to announce the addition of Megan Neace to the Naples team as vice president and trust officer, further strengthening the company's trust and estate administration capabilities and commitment to serving individuals and families throughout Southwest Florida.

Neace brings with her several years of experience in trust and estate administration, client relationship management and fiduciary services. Most recently, she served as a trust relationship manager with FineMark Bank & Trust in Naples, where she managed a portfolio of trust, estate and agency relationships and served as a primary point of contact for clients and beneficiaries.

Neace has extensive experience interpreting trust instruments, wills and other estate planning documents. She evaluates distribution requests, oversees account activity and asset transfers, and helps to ensure trust administration is carried out in accordance with governing documents and fiduciary standards.

Neace also has significant experience collaborating with investment, tax, legal and compliance professionals to address the often-complex needs of clients and their families. This coordinated approach aligns with Florida Trust Wealth Management's mission of bringing investment management, trust and estate services and financial planning together through one dedicated wealth management relationship.

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Neace earned a Bachelor of Arts in psychology from Florida Gulf Coast University and is currently pursuing the Certified Financial Planner™ certification. She is also an honors graduate of the Florida Bankers Association Florida Trust & Wealth Management School. Her office is located within the Florida Trust Wealth Management office at Goodlette-Frank Road and Pine Ridge Road, Naples.

About Florida Trust Wealth Management

Florida Trust Wealth Management is an independent state-chartered trust company with approximately $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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LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice.  Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. Not FDIC Insured | No Guarantee | May Lose Value