The Sanibel Captiva Trust Company is pleased to announce the addition of Jason Chiklakis as Vice President and Trust Officer. Chiklakis is responsible for managing individual and family client relationships, coordinating efforts with internal team members and external advisors to provide the most effective trust and investment services aligned with client goals. “Jason is a consummate professional and well-rounded in his knowledge of trust and estate services,” said Jeffrey A. Muddell, CFP®, Sanibel Market President. “His professional background and character demonstrate his dedication and he is a wonderful addition to our team.”
Prior to joining The Trust Company, Chiklakis served as Associate Vice President, Trust Officer for several years at FineMark National Bank & Trust in Fort Myers, FL. He was responsible for demonstrating prudent fiduciary management, ensuring trust accounts are administered in accordance with estate documents and applicable laws, and developing and implementing comprehensive financial plans consistent with client objectives. “Jason is an exceptional individual and professional, and we look forward to his advancement within the company for years to come,” said S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company.
Chiklakis is a graduate of The Florida Trust and Wealth Management School and obtained his Bachelor of Science in Political Science from Florida State University, Tallahassee, FL. His office is located within The Sanibel Captiva Trust Company’s temporary Fort Myers location at 7910 Summerlin Lakes Dr.
The Sanibel Captiva Trust Company is an independent trust company with $3.5 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations, and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. www.sancaptrustco.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
