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| Megan Neace joins Florida Trust Wealth ManagementBy: Florida Trust Wealth Management 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. Neace earned a Bachelor of Arts in psychology from Florida Gulf Coast University and is currently pursuing the Certified Financial Plannerâ„¢ 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/ 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 End
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