For nearly 15 years, our team of Trust Services experts has been delivering highly-personalized, concierge-level attention to client needs and challenges. The best proof of this comes from Tampa Bay's legal community, which has referred the majority of our clients to us.
Acting as trustee or personal representative, we can handle all of the details of estate and trust settlement. Our custom solutions for building, preserving, and transitioning your wealth far exceeds that by tapping into our comprehensive Wealth Management team approach. It's through this higher level of integrated wealth planning that the true value of The Bank of Tampa really shines as your trusted partner.
If you are concerned about the preservation and distribution of your wealth, call Beth Horner at (813) 998-2720 to learn what personalized trust services can mean for your family.
We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan.
Rebecca L. deMaCarty, CTFA Vice President Senior Trust Officer firstname.lastname@example.org
Robert B. Campbell, CTFA Vice President Senior Trust Operations Manager Investment Officer email@example.com
Sarah Schelling Peet, J.D., LL.M. Vice President Trust Officer firstname.lastname@example.org
Melissa A. Bain Assistant Vice President Trust Officer email@example.com
Janna Holcombe Trust Associate firstname.lastname@example.org
Karla J. Phillips Trust Specialist email@example.com