At Sabal Trust we’re dedicated to building deep, lifelong relationships. We pride ourselves on finding not only the most qualified professionals in our field, but also in ensuring that each hire is the perfect fit for both our team and our clients.
Below, you can learn a little more about the people we’ve recently welcomed to the Tampa team.
In addition to Sabal Trust’s exceptional reputation, it is the people that impress me the most. From my first interaction to the last, everyone has taken a genuine interest in getting to know me. It is clear that Sabal’s reputation is a direct reflection of the quality of people that represent the company.
Andrew Aiello graduated from Florida State University with a Bachelor of Arts in Political Science. He became a Certified Investment Management Analyst (CIMA®) through Yale School of Management and is a Principal in our Tampa office. Prior to joining Sabal, Andrew worked 13 years at Franklin Templeton, helping financial professionals and their clients with portfolio construction and retirement planning. Andrew is active in community service with Pinellas County Schools, having served as a Doorways mentor for more than six years. He currently volunteers as a business mentor to students in the Academy of Finance program at Northeast High School in St. Petersburg.
The founders of Sabal Trust are true industry leaders and legends in our community. As I continued to learn more about the company’s current leadership and professionals, their unique value proposition for clients was clear. It was an easy decision to become a client and an honor to join their board.
Ann Duncan leads Occupier Services and serves on the North American Board of Directors and Management Committee for Savills, a global real estate firm with over 38,000 employees worldwide. A proven business leader who cares deeply about her community, she now serves on the Board of Directors for Sabal Trust.
Ann joined Savills following its acquisition of Vertical Integration, a Florida firm she founded. Vertical Integration provided integrated, full-service real estate solutions for corporate and government entities worldwide. Before the acquisition, Vertical Integration was recognized as one of the 100 fastest-growing businesses and among the top 50 women-led for-profit companies in Florida.
Ann has been active in the community for decades, having served in numerous local and statewide civic leadership roles including Go Red Tampa Bay, The 2019 Medal of Honor Convention Host Committee, and the Florida Board of Governors. She also chaired the Clearwater Chamber of Commerce, the Tampa Bay Chapter of the National Conference for Community and Justice, and the Pinellas County Environmental Foundation.
Ann Duncan earned a Bachelor of Arts in Finance from the University of South Florida and a Six Sigma Black Belt from Villanova University.
Sabal Trust has a uniquely attentive and skilled team. They deliver their services at a quality that I think is well above the norm, and I want to provide whatever help I can to help them grow and develop in the Tampa Bay market.
Joseph Williams is a Florida CPA, licensed Florida Real Estate Broker, and graduate of Niagara University with a B.A. in Business Administration, emphasis in accounting. Joseph has over 30 years leadership and management experience in the construction, recycling, real estate, insurance and technology industries. His family has been involved in community organizations for 34 years, lending support to establishments like the American Heart Association and the Tampa Museum of Art. Most recently, Joseph has joined the Tampa General Hospital Foundation Board. His family also manages, operates and funds The Kimmins Terrier Foundation which provides day care and early childhood education to disadvantaged families inTampa Bay.
When I first met Sabal Trust I liked the team-based approach they provided clients with: each Sabal team member taking shared responsibilities but providing specific expertise.
Tom Wright is a graduate of The University of Oklahoma with a Bachelor of Arts Degree in Economics. He earned his Certified Investment Management Analyst (CIMA®) certification through The Wharton School of Business at The University of Pennsylvania and is also an Accredited Investment Fiduciary (AIF®). Tom has over twenty-six years of experience working with individuals, families and institutional clients to meet their investment management objectives.
We are also proud to recognize the following new team members at our St. Pete and The Villages offices
Chief Compliance Officer