The Sanibel Captiva Trust Company is pleased to announce that Executive Vice President and Wealth Services Advisor, Robin L. Cook, CWS® has received her CTFA designation. The Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered through the American Bankers Association (ABA), which provides training and knowledge in taxes, investments, financial planning, trusts, and estates.
The CTFA credential is appropriate for professionals who have a career in banking, brokering, financial planning, taxation, or trust administration. “Although I’ve enjoyed more than 30 years in the wealth services industry, I’ve always felt it is vital to keep learning and elevate my knowledge base for the benefit of our clients,” said Cook. “We’re proud of Robin for securing this latest designation,” said Al Hanser, Founder and Chairman of The Trust Company. “The CTFA designation reinforces that we act in the client’s best interest first and foremost.”
Robin joined The Sanibel Captiva Trust Company’s Wealth Services Team in 2013 to cultivate new business relationships and assist clients in refining their investment and estate planning strategies to meet the lifestyle needs for them and their families. Among her many accomplishments, Robin has earned her Certified Wealth Strategist Designation, is a graduate of The Florida School of Banking at University of Florida, graduated Leadership Cape Coral. Earlier in her career she held the Series 7, Series 63, and Florida Life Insurance licenses. She has served on the board of directors for The Captiva Island Historical Society, The Cape Coral Community Foundation and Gulf Coast Village. Robin is currently a member of the Sanibel Captiva Rotary and The Sanibel Captiva Business Women’s Association.
The Sanibel Captiva Trust Company is an independent trust company with more than $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, Naples, Marco Island, Tampa, Belleair Bluffs-Clearwater and Tarpon Springs. www.sancaptrustco.com
