provided to The Santiva Chronicle
S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company is pleased to announce the appointment of Jeffrey A. Muddell, CFP® as Office President of the Sanibel-Captiva operation. He will work daily beside Hanser as his duties within the company and community expand.
Muddell joined the company’s wealth services team in the fall of 2019 and he has worked closely with many clients, focusing a large part of his efforts on new client development as well as financial planning services for many of the firm’s next generation clients. “We are delighted to have Jeff in this role as we plan for the future,” said Hanser. “He has demonstrated exceptional team leadership and a commitment to our clients, employees and the community during this time of growth, while we prepare our new home for 2023 on Periwinkle Way.”
Muddell’s work at the Trust company follows a successful career in the nonprofit management and philanthropy industry, having served as System Director of Gift Planning for the Lee Health Foundation in Fort Myers, FL, following 18 years in the Orlando area where he led fundraising efforts at Orlando Health Foundation.
“During my time in the nonprofit world,” said Muddell, “I had the opportunity to develop a unique understanding of the specialized needs of wealthy multi-generational families. I am honored to have the responsibility of this new role, working with my colleagues where we apply these skills for our clients’ benefit daily.”
Muddell holds a Master’s in Business Administration from the University of Florida’s Warrington School of Business and has obtained his Certified Financial Planner (CFP) designation. He earned his bachelor’s degree in Communications from the University of Miami.
He is currently on the board of directors of the Charitable Foundation of the Islands, president of the Sanibel School Fund, a committee member for SanCap Cares, and a member of Sanibel Community Church. Muddell and his family reside on Sanibel. He can be found at The Trust Company’s Palm Ridge Road office. http://www.sancaptrustco.com
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. http://www.sancaptrustco.com