The Sanibel Captiva Trust Company is pleased to announce the newest member of the Wealth Services team, Megan M. Marquardt, CFP®, CTFA, Senior Vice President, Wealth Services Advisor. Marquardt brings more than 20 years of experience serving trust and investment clients. Her responsibilities encompass understanding her clients’ financial and estate planning needs and determining how best to apply the company’s resources to reach their goals.
“Megan has a long and formidable career that brings a depth of knowledge and experience to our clients and team members,” said S. Albert D. Hanser, Founder and Chairman of The Trust Company. Marquardt joined The Trust Company from Busey Wealth Management of Fort Myers, FL having served as a Senior Vice President and Private Wealth Advisor to high-net-worth families. Prior to joining Busey, she had a long tenure with FineMark National Bank & Trust in Southwest Florida, where she held several roles – the most recent as a Private Wealth Advisor.
Originally from Cleveland, Ohio, Marquardt attended Indiana University where she earned a bachelor’s degree in finance, followed by the University of Miami, where she received her Certificate of Financial Planning. Additionally, she is a graduate of the Florida Bankers Associates Graduate Trust School and obtained the Certified Trust & Fiduciary Advisor designation in 2020 through the Institute of Certified Bankers, a subsidiary of the American Bankers Association.
Marquardt is affiliated with the Estate Planning Council of Lee County, serves as a United Way Allocation Committee Team Lead, is a Sheriff’s Youth Activity League board member, and a past treasurer and executive board member of the Guardian Ad Litem Foundation. Marquardt’s office is located within The Sanibel Captiva Trust Company on Palm Ridge Road.
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