About Our Punta Gorda Branch
Our Punta Gorda branch is located in a 5,000-square-foot facility on the corner of Tamiami Trail and Airport Road. We started out in a temporary modular facility while the branch was being constructed and moved to the current location in 1999. We quickly developed a loyal customer following that has grown over the years, becoming the “Hometown Bank" for Punta Gorda and surrounding areas. We practice the friendly, hometown service, offering our personal and business customers banking and borrowing services for area residents and businesses. Our Trust and Wealth Management services division greatly contributed to our success, as local residents came to rely on our professional trustee and asset management services.
Online Banking and Bill Pay
Personal Banking
Checking
Savings
Business Banking
Treasury Management
Commercial Real Estate Loans
Equipment Loans
Residential Mortgages
Consumer Loans
Trust Services
Estate Planning
Investment Management
Committed To The Community
We care about our customers and our community, and we show it through the way we treat our customers and the way we support our community. Examples include our association with the Punta Gorda Rotary and Team Punta Gorda. The latter is an all-volunteer organization founded in the wake of Hurricane Charley to help rebuild the city and help make Punta Gorda a better place to live and work, while the Punta Gorda Rotary stages the annual “Taste of Punta Gorda,” a major fundraiser. Our branch is a proud supporter of both.
A Hometown Partner
We provide a Hometown Touch with our products and services. We are proud to offer loans with quick decisions and no surprises. As a family-owned business, we don’t have to jump through traditional corporate hoops. The time it takes us to approve and process your loan is measured in weeks, not months.
Loans subject to credit approval. NMLS #406389
James Coalwell
Vice President, Commercial Banker
James began his banking career in 1994 while still in high school. After accumulating more than two decades of experience in lending and finance, James joined the Bank in October of 2020. He filled similar positions locally and in his native Minnesota.
He earned his Bachelor of Science in Finance and an associate degree in management at Minnesota State University in 2001. Prior to moving to Florida in 2006, he spent time at a pair of firms in Minnesota, serving as a senior home equity representative, senior retail credit analyst, and lead underwriter.
In Florida, James held leadership positions as a Senior Vice President, Chief Credit Officer, and Vice President of Commercial Lending prior to joining the Bank. A graduate of Leadership Charlotte Class in 2009, James' education also includes graduating with honors from the Florida School of Banking in Gainesville in 2011 and the Graduate School of Banking at Louisiana State University in 2014, the same year he completed the Farr Leadership Institute.
James’ dedication to his profession and community is illustrated by his involvement in various organizations:
- Florida School of Banking, Instructor and Education Council board member
- Charlotte County Economic Development Partnership, board member and two-term board president
- Habitat for Humanity volunteer
- Charlotte County Industrial Development Authority board member
- Charlotte County Chamber of Commerce board member
- Charlotte County Value Adjustment board member
- Charlotte County Fairgrounds board member
jcoalwell@crews.bank
Kris Proudfoot
Residential Loan Originator
NMLS #482527
Kris is a Residential Loan Originator. Born and raised in Rockford, Illinois, Kris has been a full-time resident of Florida since April 2020, currently residing in Punta Gorda.
Kris was recognized as the Charlotte-DeSoto Building Industry Association (CDBIA) Associate Member of the Year 2022, she serves as Chair of the CDBIA Professional Women in Building (PWB), an organization dedicated to supporting education, professional development, and networking opportunities to help members acquire and develop leadership and business management skills to boost career success. She is also an Ex-Officio member of the CDBIA Board of Directors and is active in the Charlotte County Chamber, serving as a director.
In her spare time, Kris enjoys golfing and participating in community events with friends. She is based at the Murdock branch, located at 1100 Tamiami Trail, Port Charlotte.
kproudfoot@crews.bank
Holli Livingston
Vice President, Retail Banking Officer
NMLS #2164764
Holli is the Retail Banking Officer, Vice President, at the Punta Gorda branch. She has over 15 years of banking experience.
A Kentucky native, Holli became a Florida resident in July 2014. She graduated from St. Paul College with a degree in business management and began her banking career as a personal banker while still in college. She has worked in the Englewood, Port Charlotte, and Punta Gorda markets for the past eight years, most recently as a branch manager for another financial institution in Punta Gorda prior to joining the Bank.
Holli’s community involvement includes volunteering with the Boys and Girls Club, where she educated local students about banking fundamentals. She also participated in the Lighthouse Project, supporting local agencies with supplies for foster families and local food pantries.
Holli enjoys boating, fishing, and traveling with her family in her spare time.
hlivingston@crews.bank
