Bank of Florida Trust Company Names Scott Kellett CEO
02 Novembre 2009 - 5:09PM
Business Wire
Scott Kellett, president of Bank of Florida Trust Company, has
been promoted and now serves as both president and CEO of the
wealth-management company which has over $734.5 million in assets
under administration and offices in Naples and Fort Lauderdale.
Kellett joined Bank of Florida Trust Company in 2005 as president
of the West Coast division, overseeing client relationships and
operations. In 2007, he was named president, and his
responsibilities were expanded to include the East Coast
division.
“Scott’s education, experience and leadership skills make him
perfectly suited for the responsibilities of CEO,” said Michael
McMullan, president of Bank of Florida Corporation. “It’s unusual
to find one person with his investment expertise, familiarity with
ever-changing tax laws and dedication to his clients’ long-term
needs and objectives, as well as his ability to relate to and
communicate so effectively with clients.”
Kellett has 16 years of experience in wealth management
financial and investment planning, trust administration, estate and
tax planning and private banking for high-net-worth clients and
foundations. He is chairman-elect of the Florida Bankers
Association Trust Executive Committee and just completed a six-year
term on the board of its Trust School, where he serves as
instructor in income tax, federal estate and gift taxes and other
fiduciary law matters. He is called upon to lecture on economics
and estate planning and recently spoke at a Federal Reserve Bank
conference in Atlanta and to the Collier Building Industry
Association.
Kellett holds a political science degree with an emphasis in
economics from the University of Missouri in Columbia and a law
degree from the University of Missouri School of Law.
Florida Trend magazine ranked Bank of Florida Trust Company the
20th largest trust banking firm in the state based on 2008 assets.
Kellett was chosen as a Five Star: Best in Client Satisfaction
Wealth Manager for 2008, 2009 and 2010 by Gulfshore Life Magazine,
and earlier this year, readers of Naples Daily News voted Bank of
Florida Trust Company the area’s best financial planner.
Bank of Florida Trust Company specializes in financial
consulting, portfolio management, advisory services, alternative
investment strategies, family-office planning, business-succession
planning, trust services and private banking. Founded in 2000, the
company has built a strong clientele of successful executives,
professionals, entrepreneurs and retirees.
In addition to Kellet’s promotion, the Company has asked Craig
Sherman to take a senior role in the Special Assets Division to
enhance the staffing and management of that Division.
“Craig’s deep knowledge of our loan portfolio and his
outstanding skills in resolving problem assets made this move a
logical one that will benefit our Bank(s) and our clients,” said
McMullan.
Sherman, who has more than 30 years of commercial, small
business, consumer lending, commercial real estate and corporate
lending experience, joined Bank of Florida at its inception in
1999. He holds a finance degree from Florida State University and
is immediate past chair of Junior Achievement of Southwest
Florida.
Bank of Florida Corporation (Nasdaq: BOFL), a $1.5 billion-asset
multibank holding company located in Naples, is the parent company
for Bank of Florida Trust Company as well as Bank of Florida -
Southwest in Collier and Lee counties; Bank of Florida - Southeast
in Broward, Miami-Dade and Palm Beach counties; and Bank of Florida
- Tampa Bay in Hillsborough and Pinellas counties. To learn more,
visit www.BankofFlorida.com.
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