News
November 27, 2017
Rachel Knight Earns The CTFA Designation
Rachel Knight of Sabal Trust’s St. Petersburg office has officially earned the CTFA (Certified Trust & Financial Advisor) designation due to her diligence and dedication to furthering her education and experience in the trust profession. In addition to this honor, she will be joining the FBA (Florida Bankers Association) Trust Education Committee. Her role will involve creating...
October 3, 2017
Fourth Quarter 2017 Newsletter
Investing stirs deep emotions since building and protecting a family’s legacy is a highly personal endeavor. Realistically assessing the investment landscape involves analyzing market drivers and catalysts from a dispassionate perspective. This sounds like a tall order for individuals to successfully accomplish. However, overcoming emotional biases are critical as investors synchronize their rationale for investing...
September 26, 2017
Equifax Data Breach: Assess Impact, Protect Yourself, Monitor
Sabal Trust takes our responsibility to protect your personal and financial information very seriously. As you may have heard, Equifax recently experienced a data breach that may have exposed sensitive personal information including Social Security numbers, home addresses, credit card numbers, drivers license numbers and birth dates. Although the breach did not involve your accounts...
September 1, 2017
Cassie Dougherty Awarded the CTFA Designation
Cassie Dougherty, Relationship Manager at The Villages office, was awarded the Certified Trust & Financial Advisor (CTFA) designation because of her high level of experience and education in the trust profession. This designation is from the Institute of Certified Bankers, a subsidiary of the American Bankers Association, and is presented to individuals who demonstrate excellence...
August 28, 2017
Travis J. Brown Earns CFA Designation
Travis J. Brown, Principal at Sabal Trust, recently earned the right to use the Chartered Financial Analyst (CFA) designation. The Chartered Financial Analyst® (CFA) credential is the gold standard in the global investment management profession. It represents a deep knowledge of the broad field of investing, a commitment to ethics, and a passion for always putting...