News
August 28, 2017
Travis J. Brown Earns CFA Designation
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...
June 20, 2017
Third Quarter 2017 Newsletter
Against a fluid market and economic environment, it is critical to continually examine portfolio strategies to ensure the integration of long-term investment goals and objectives. Strong equity markets, modest economic growth, low inflation, and increasing political uncertainty characterize the current “risk-on” trading environment. Investors search for answers amidst a cacophony of economic and political voices...
May 15, 2017
Second Quarter 2017 Newsletter
Periods of political or economic change increase uncertainty and result in a growing number of questions about the impact on financial assets. More questions than answers exist today forcing investors to operate and make decisions in a more ambiguous environment. An effective method of dealing with these unanswered questions is to design high-quality investment strategies...
February 20, 2017
Sandra Sacks awarded the CTFA designation
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...
February 1, 2017
Charles Kard Earns the CFP Designation
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...