Tampa Bay Archives | Page 2 of 2 | Florida Trust Wealth Management

Kelly E. Ritrievi

Posted on April 17, 2023

Kelly Ritrievi serves as liaison to all members of a client’s relationship team and assists clients with their investment management and estate planning evaluation and strategy. As a trust officer, she also serves as fiduciary in accordance with the terms of the governing instruments, local law, and sound fiduciary principles. Kelly spent more than 15

Matthew Rymer, CPA, CFA

Posted on February 9, 2023

Matt Rymer is responsible for researching and vetting technology platforms to support the expanding analytical needs of the Family Office Services effort in order to provide focused solutions to Family Office clients for years to come. Prior to joining Florida Trust Wealth Management, Matt was a quantitative analyst for several years in variable annuities asset

Tiffany Sikes, MBA, CFP®

Posted on June 6, 2022

Tiffany Sikes is responsible for serving as the key point of contact for clients and coordinating between investment management, trust administration, and client service team members on the client’s behalf. She joined Florida Trust Wealth Management from Creative Planning, Inc., Tampa, FL – an independent wealth management firm where she served as Private Wealth Manager

Logan S. Webb, CFA, CFP®

Posted on May 4, 2022

Logan Webb has more than 20 years of experience as a portfolio manager and investment analyst. He is dedicated to working with clients to tailor their investment strategies to their financial goals and estate planning needs. Logan served for several years at Bank of America Private Bank (U.S. Trust) as a senior portfolio manager in

James McArthur

Posted on April 7, 2020

James McArthur is an established resident of Belleair, Florida dedicating his expertise to Tampa’s coastal area families and business owners. He has more than 30 years of experience in management consulting, family office counseling, restructuring, special situations, turnarounds, and commercial finance. He was the founder of Southern Capital Strategies, a Florida based consulting firm serving

Krista Hinrichs

Posted on April 7, 2020

Krista Hinrichs is an established Belleair resident and is responsible for managing trust services and coordinating introductions for residents in need of wealth management services with select team members. Prior to joining Florida Trust Wealth Management, she was senior accountant at Boos Development Group of Clearwater where she served as coordinator on company land acquisitions

Allison Constant

Posted on April 1, 2020

Allison Constant meets regularly with Family Office clients and is a central point of contact for clients’ external advisors. In addition to an array of responsibilities, she prepares and maintains clients’ personal financial statements and reviews the accounting and financial reporting for all business entities, including cashflow analysis and estate tax calculations. She has an

Louis N. Pappas

Posted on January 23, 2017

Louis Pappas is responsible for business development for Family Office Services in the Tarpon Springs market and surrounding communities. He is part of the trust and investment team singularly focused on providing holistic wealth management to multi-generational families. He also serves as vice-chairman of the board of directors for Advent Health North Pinellas Hospital Foundation.

Michael R. Dreyer, CPA

Posted on November 16, 2015

Michael Dreyer has more than 35 years of financial and estate planning experience working with individuals and business owners to help them meet their financial objectives. As President of the Tampa Bay market, he oversees business development, client services, community relations and is a member of the Family Office Services division. His expertise includes assisting

F. Hood Craddock, CPA

Posted on November 16, 2015

Hood Craddock serves as Director of Family Office Services for Florida Trust, and relationship manager for many ultra-high net worth families. He specializes in serving clients with complex estates, alternative and special assets, and real estate investments including development. Prior to merging his firm with Florida Trust, Hood founded Craddock Family Office, Inc., a well-respected