Sanibel and Fort Myers Archives | Florida Trust Wealth Management

Scott DeGrand

Posted on June 27, 2025

Scott DeGrand serves as a daily point of contact for clients throughout Lee County, assisting with private wealth trust services, account openings, cash transfers, and more. Before joining Florida Trust Wealth Management in 2019, Scott was Assistant Community Bank Manager at Mutual of Omaha Bank, Naples, supervising the daily branch operations, policies and procedures, business

Kendall Luthringer

Posted on October 15, 2024

Kendall Luthringer provides support to Florida Trust’s fiduciary team of attorneys and trust officers by coordinating with clients and monitoring account activities. She is a recent graduate from the University of Florida with a degree in Business Administration and minors in Wealth Management and Economics. She has a well-rounded understanding of financial concepts and business

Rob Lisenbee

Posted on August 27, 2024

Rob Lisenbee is responsible for overseeing the Sanibel and Fort Myers Client Services and Trust Operations team’s daily activities surrounding clients’ trust and investment accounts, as well as provide necessary client documentation to their team of external professional advisors and any other account management tasks on a client’s behalf. Rob was previously with Bank of

Karen Meinen, CFP®, CTFA

Posted on August 27, 2024

Karen Meinen serves as a primary point of contact for her clients by managing the daily business of account intake, administration and cash transfers, among other assignments. She joined Florida Trust after an established career at Busey Bank/Investors’ Security Trust Company of Fort Myers, FL where she held the position of Vice President, Fiduciary Advisor.

Laura A. Frost, CPA

Posted on August 27, 2024

Laura Frost oversees the client services and trust operations department companywide and is responsible for cash management and reporting of client accounts, as well as communication and collaboration with clients’ key external advisors. She has an extensive background in client service in relation to income taxation for estates, trusts and individuals and a sound knowledge

Jodi Schwartzel

Posted on June 27, 2024

Jodi Schwartzel is a member of the investment management team, specifically serving the Sanibel and Fort Myers markets. Jodi meets with clients to identify their short and long-term investment goals and manages their portfolios to meet ongoing lifestyle needs and family aspirations. Prior to joining The Trust Company, Jodi was a business development manager and

Virginia “Ginny” A. Cabai, J.D., LL.M.

Posted on June 14, 2024

Ginny Cabai is a member of The Trust Company’s team of in-house attorneys. She administers trusts and estates for families and business owners, and builds relationships with successive generations, assisting them with future planning. Ginny is also fluent at guiding beneficiaries through the detailed process of estate settlement. Prior to joining the Trust Company, Ginny

Darrin Grotrian

Posted on May 9, 2024

Darrin Grotrian is a valued member of the Client Services and Trust Operations team serving our Lee County clients and oversees the local team of client services professionals. Since joining the company in 2020, Darrin has been managing the daily activity applied to clients’ trust accounts, including cash management and account balancing, reporting, and collaborating

Christopher D. Morgan, CFA, CFP®, CAP

Posted on May 7, 2024

Chris Morgan is a member of Florida Trust’s portfolio management team and has more than a decade of financial industry experience. He is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives. Chris also has a specialty in philanthropy and helps guide high-net-worth families who may be charitably

Jason Chiklakis

Posted on November 10, 2022

Jason Chiklakis is responsible for managing individual and family client relationships, coordinating efforts with internal team members and external advisors to provide the most effective trust and investment services aligned with client goals. Prior to joining Florida Trust, Jason served as Associate Vice President, Trust Officer for several years at FineMark National Bank and Trust