Sanibel Captiva Trust Company Appoints New President
SUITE TALK January 7, 2024 admin
The Sanibel Captiva Trust Company has announced that Megan Marquardt, CTFA, CFP® has been named president of the company’s Bell Tower office. The Bell Tower location is part of The Sanibel Captiva Trust Company’s continued growth and expansion into the Fort Myers market.
As president of the Bell Tower office, Marquardt will oversee operations, while developing and nurturing new relationships in Fort Myers, Estero and Port Charlotte, and continue to advocate for her existing clients on Sanibel. She brings more than 20 years of experience serving trust and investment clients. Her specialty is in understanding her clients’ financial and estate planning needs and determining how best to apply the company’s resources to reach their goals. Marquardt is a Certified Trust and Fiduciary Advisor (CTFA) and holds the Certified Financial Planner™ certification, bringing a high level of knowledge and skill to bear for the company’s clients.
The Trust Company team is comprised of approximately 20 professionals serving both Fort Myers and Sanibel. To learn about The Sanibel Captiva Trust Company, visit SanCapTrustCo.com.
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