Port Charlotte, Fla., Oct. 30, 2024 – The Trust and Wealth Management division at Crews Bank & Trust recently announced that Jackson Garner has been named their newest Trust Officer. Garner joined the Bank in 2021 as a Credit Analyst and became a Trust Relationship Associate in 2023.
“We're thrilled to have Jackson on board. His enthusiasm to work with clients and commitment to excellence have already made a great impact,” shared Lory Weisensee, President, Trust & Wealth Management. “I’m confident he’ll continue to bring value and innovation to the team.”
A Florida native, Garner grew up in Longwood, Fla. and went to school at Florida State University. He holds dual bachelor’s degrees in finance and real estate. He has also completed the American Bankers Association Wealth & Trust School levels 1 and 2, is MoneyGuide Pro certified and a Certified Financial Planner candidate.
Garner offers educational seminars at the Bank, is on the Charlotte Estate Planning Council, participates in Coastal Conservation and volunteers at Charlotte High School.
"I'm looking forward to helping my clients plan for and navigate retirement,” shared Garner on his new role. “I like helping people achieve their financial goals.”
On days off, Garner enjoys spending time with his wife and dog on the waterways of Southwest Florida.
To congratulation Garner on his promotion or to reach out about potential services, he can be contacted at 941-367-1576 or by email at jgarner@crews.bank.
Trust and Wealth services offered at Crews Bank & Trust include educational seminars, estate services, trust administration and free document reviews.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
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