Office Staff

Anne E. Shaughnessy, CTFA

VP, Senior Trust Officer

Locations Served


Anne offers more than 25 years of experience in the banking and financial services industry.


  • Lake Forest College, B.A. in German

  • Bowling Green State University/University of Salzburg, M.A. in German

  • Certified Trust and Financial Advisor (CTFA)


Suncoast Estate Planning Council, Member and Past President

Getting To Know Anne

Anne loves to travel the world with her most trusted travel companion—her daughter! They’ve traveled all over the world, but the most exotic place they traveled to together is Kazakhstan.