Florida Trust Wealth Management
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Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2450 Periwinkle Way, Sanibel, Florida, 3...

Revenue

$6.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Florida Trust Wealth Management

Florida Trust Wealth Management, headquartered in Sanibel, Florida, is an independent state-chartered trust company that provides comprehensive wealth management and family office services to high-net-worth individuals, families, businesses, foundations, and endowments. Originally founded in 2001 as The Sanibel Captiva Trust Company by S. Albert D. Hanser, the firm rebranded to Florida Trust Wealth Management in 2025 to reflect its expanded presence across Florida's Gulf Coast communities. The company specializes in investment management, trust administration, financial planning, retirement strategies, estate planning, and family office services designed to help clients preserve, grow, and protect their wealth across multiple generations. With offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs, and Tarpon Springs, Florida Trust delivers tailored, absolute-return oriented wealth management strategies combined with local expertise and a client-first philRead more
Popular SearchesFlorida Trust Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Florida Trust Wealth Management Org Chart

TI
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Chief Executive Officer

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Beth Weigel, Executive Vice President & Chief Financial Officer at Florida Trust Wealth Management
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Executive Vice President & Chief Financial Of...

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IB
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Chief Operating Officer

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Billie Porter, President - Naples at Florida Trust Wealth Management
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President - Naples

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MD
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President, Bay (Tampa)

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MM
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President, Fort Myers, Wealth Services

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LD
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Executive VP, At Florida Trust Wealth Managem...

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LW
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Chief Investment Officer

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KJ
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Chief Investment Officer

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Company Profile Activity

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Activity Insights

Florida Trust Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Florida Trust Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Florida Trust Wealth Management.

Florida Trust Wealth Management Tech Stack

A closer look at the technologies used by Florida Trust Wealth Management

Florida Trust Wealth Management News & Media

  • Logan Webb appointed chief investment officer at Florida Trust Wealth Management

    Florida Trust Wealth Management is pleased to announce the appointment of Logan S. Webb, CFA, CFP®, to chief investment officer. As an accomplished senior portfolio manager and investment analyst with 20 years of experience, he has served as investment team lead over the Tampa Bay portfolio management team, while working with clients to tailor their investment strategies to best meet their financial goals and estate planning needs.
Read more news

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Frequently Asked Questions Regarding Florida Trust Wealth Management

What is Florida Trust Wealth Management's official website?
Florida Trust Wealth Management's official website is www.floridatrust.com
What is Florida Trust Wealth Management's Revenue?
Florida Trust Wealth Management's revenue is $6.5 Million
What is Florida Trust Wealth Management's SIC code?
Florida Trust Wealth Management's SIC: 62,628
What is Florida Trust Wealth Management's NAICS code?
Florida Trust Wealth Management's NAICS: 52,523
How many employees does Florida Trust Wealth Management have?
Florida Trust Wealth Management has 11-50 employees
What industry does Florida Trust Wealth Management belong to?
Florida Trust Wealth Management is in the industry of: Finance, Securities Trading
What technology does Florida Trust Wealth Management use?
Some of the popular technologies that Florida Trust Wealth Management uses are: WordPress.org, PHP, Cloudflare CDN, Lotame
Who is the CFO of Florida Trust Wealth Management?
Florida Trust Wealth Management's CFO is Beth Weigel
What does Florida Trust Wealth Management do?

Florida Trust Wealth Management, headquartered in Sanibel, Florida, is an independent state-chartered trust company that provides comprehensive wealth management and family office services to high-net-worth individuals, families, businesses, foundations, and endowments. Originally founded in 2001 as The Sanibel Captiva Trust Company by S. Albert D.... Hanser, the firm rebranded to Florida Trust Wealth Management in 2025 to reflect its expanded presence across Florida's Gulf Coast communities. The company specializes in investment management, trust administration, financial planning, retirement strategies, estate planning, and family office services designed to help clients preserve, grow, and protect their wealth across multiple generations. With offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs, and Tarpon Springs, Florida Trust delivers tailored, absolute-return oriented wealth management strategies combined with local expertise and a client-first philosophy. The firm emphasizes individualized service, helping families navigate financial transitions while maintaining a commitment to the communities it serves throughout Southwest Florida and Tampa Bay.Read More

Is Florida Trust Wealth Management a public company?
Florida Trust Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Florida Trust Wealth Management

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