Sabal Trust takes our responsibility to protect your personal and financial information very seriously. As you may have heard, Equifax recently experienced a data breach that may have exposed sensitive personal information including Social Security numbers, home addresses, credit card numbers, drivers license numbers and birth dates. Although the breach did not involve your accounts […]
Cassie Dougherty, Relationship Manager at The Villages office, was awarded the Certified Trust & Financial Advisor (CTFA) designation because of her high level of experience and education in the trust profession. This designation is from the Institute of Certified Bankers, a subsidiary of the American Bankers Association, and is presented to individuals who demonstrate excellence […]
Travis J. Brown, Principal at Sabal Trust, recently earned the right to use the Chartered Financial Analyst (CFA) designation. The Chartered Financial Analyst® (CFA) credential is the gold standard in the global investment management profession. It represents a deep knowledge of the broad field of investing, a commitment to ethics, and a passion for always putting […]
Sandra Sacks, Relationship Manager in our Sarasota office, was recently awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA […]
Charles Kard, Principal at Sabal Trust, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board’s certification and renewal requirements. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the […]
