The Sarasota team is also adding two new senior trust and investment professionals: Tammie Sandoval-Badger and Joel Johnson.
SARASOTA, Fla., July 7, 2022 /PRNewswire-PRWeb/ -- Sabal Trust, the largest employee-owned trust company in Florida, is promoting Susan Hines to Managing Principal of its Sarasota office. During its 15th anniversary year, the Sarasota office is also adding two new senior trust and investment professionals to its Sarasota team: Tammie Sandoval-Badger as Principal and Senior Fiduciary Officer, and Joel Johnson as Principal and Portfolio Manager. Sandoval-Badger and Johnson join Hines and Founding Principal G. Lowe Morrison and Ronald Koepsel, who opened the office in September 2007.
Hines brings more than 30 years of trust experience and has served the company since 2017. Her history of community involvement has allowed her to further develop Sabal Trust's relationship with the greater Sarasota region. She is a licensed attorney in Florida, a member of the Florida and Sarasota County Bar Associations, and President of the Southwest Florida Estate Planning Council. Susan is passionate about financial literacy and youth development and has committed her time in the community as a Board Member of the Boys and Girls Clubs of Sarasota County, The Gulf Coast Community Foundation, the William G. and Marie Selby Foundation and the Jerome and Mildred Paddock Foundation.
"Susan is heavily credentialed with a proven track record of expertise during her tenure as Principal," said Bryant Jones, President and CEO of Sabal Trust Company. "A natural leader focused on community and dedicated to our culture; we look forward to Susan's continued success leading the Sarasota office."
Tammie Sandoval-Badger joins the team in Sarasota as a Principal and Senior Fiduciary Officer. She earned her Juris Doctor degree, holds the designation of Certified Trust and Fiduciary Advisor (CTFA), and is an active member of the Florida and Sarasota County Bar Associations. Sandoval-Badger provides customized wealth management strategies for high-net-worth individuals and families, specializing in the areas of trust and estate administration. She serves on the boards of the Sarasota Orchestra and the Forty Carrots Family Center.
Joel Johnson is a Principal in the Sarasota office and serves as a Portfolio Manager. He holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP), and Certified Private Wealth Advisor (CPWA) designations. Johnson is involved in various community organizations including CFA Society Tampa Bay, Greater Sarasota Chamber of Commerce's Young Professionals Club, Sarasota Tiger Bay Club and Friends of the Bay Park.
The Sarasota office's five total Principals bring a combined 142 years of experience and expertise to its clients. The team includes three attorneys, two Chartered Financial Analysts (CFA) -- one of which has earned his Certified Financial Planner (CFP) designation -- and two supporting Relationship Managers. In addition to their focus on wealth management services and trust administration, the new team will support the rollout of Sabal Trust's new suite of Family Office Services including family development, legacy planning, lifestyle services and financial oversight. Specific services that fall into these categories include next generation education, charitable endeavors and foundations, household payroll, net worth reporting and tax coordination, among others.
With $3 billion in assets under management, Sabal Trust has served Florida for nearly 40 years with four locations in Sarasota, St. Petersburg, Tampa and The Villages.
About Sabal Trust
Sabal Trust (http://www.sabaltrust.com) is the largest employee-owned trust company in Florida with offices in St. Petersburg, Tampa, Sarasota and The Villages. Their highly qualified Principals and multi-generational staff members provide customized investment management, trust and IRA services and estate settlement for individuals, corporations and nonprofits. With $3 billion in assets under management, Sabal Trust has been providing trusted wealth advice to preserve the life and legacy of affluent individuals and families for nearly 40 years.
Media Contact
Bri Wagner, Dunn&Co, 1 813-350-7990, [email protected]
SOURCE Sabal Trust
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