Complimentary Investment Portfolio, Trust, and Will Reviews

Lory manages the Trust and Wealth division to help coordinate the diverse services provided. She has been involved in banking and finance since 1990. Her management and operations experience gives her the resources necessary to lead a team of professionals offering trust products and services with a high degree of personal attention.

Lory is a graduate of:

• Florida Bankers Association’s Graduate School of Banking, University of Florida, Gainesville
• Florida Bankers Association’s Trust School, University of South Florida, Tampa
• Leadership Charlotte Class of 2003, sponsored by the Charlotte County Chamber of Commerce

In addition, Lory has earned both the Florida Certification and National Certified Guardian designations. She serves on the Executive Committee for the Florida Bankers Association’s Trust and Wealth Management Division, volunteers with Tidewell Hospice and United Way Women United. She is a past member of the Board of Directors of the Military Heritage Museum.

Samuel manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. He has been involved in banking since 1996 and has more than 20 years' experience working in wealth management.

Samuel's education includes:

• Bachelor of Science in Business Administration from the University of Florida, Gainesville (Degrees in Finance and Insurance with a Minor in Economics)
• Master of Business Degree from Florida Gulf Coast University, Fort Myers (Concentration in Finance, graduated Cum Laude)

He has held the following licenses:

• Series 7 – General Securities (stocks, bonds, mutual funds)
• Series 6 – Investment Company / Variable Contracts
• Life, Health, and Variable Annuity License in Florida

Samuel is a member of the Punta Gorda Police Officers’ Pension Board and the Charlotte County Estate Planning Council. He is an Eagle Scout and served six years as Scoutmaster for Troop 95 of the Boy Scouts of America.

He has held the following non-profit positions:

• Board of Directors of the Charlotte County YMCA
• Vice Chairman and Investment Committee Chairman of the Cape Coral Community Foundation
• Executive Board of Directors and Finance Committee Chairman of the Lee County YMCA
• Board of Directors of the Endowment Committee for the YMCA of the Palms
• Board of Directors of the Charlotte Community Foundation

Brittney joined the Bank in 2008 and acquired a wealth of banking and financial experience in a variety of positions involving operations, investment management, retail and customer service. She was promoted to her current position in early 2022 and now oversees the Client Services team of the Trust and Wealth Management division. 

Brittney has an associate degree in business from the University of Central Florida, specializing in Accounting and Finance. She has earned the American Bankers Association Trust Officer designation and is a member of the Saltmarsh Trust Council.

A native of the Port Charlotte area, Brittney is actively involved in the local community through autism awareness associations and performing arts enrichment programs and is a member of the Advisory Committee for the Loveland Center in Port Charlotte.

Greg manages the investment holdings of clients via their trusts, IRAs, or individually titled accounts. He also manages assets for private foundations and nonprofit organizations throughout the state of Florida. Greg graduated from Mercy College in New York with a bachelor’s degree in government in 1988. He began his career in computer and internet technology in New York City and operated his own consulting and support firm in the early 2000s. He entered financial management in 2009.

Greg’s professional background includes:

• Senior Financial Advisor
• Practice Management Development (PMD) Graduate
• Associate Team Leader, Whole Foods Market, Westport and Greenwich, CT
• Owner-operator, Westchester Computer Systems, Peekskill, NY

In addition, Greg has held the following licenses:

• Series 7 – General Securities (stocks, bonds, mutual funds)
• Series 66 – Uniform Combined State Law for securities agent and investment advisor representative
• Life and Health Insurance sales in Florida and North Carolina

Greg is an active parent volunteer in the Punta Gorda Youth Baseball and Cub Scout Pack 13.

Christine utilizes her extensive financial and estate planning experience to develop new client relationships and works with them on estate and investment planning, including Revocable Living Trusts, IRA Rollovers, Investment Management Services and charitable giving strategies.

Education:

• Bachelor of Science in Marketing and Management from Siena College in Albany, NY
• The SunTrust University in Trust
• Florida Bankers Association Trust School, University of South Florida, Tampa
• Florida Bankers Association Graduate Trust School, University of South Florida, Tampa
• Leadership Charlotte Class of 1999, sponsored by the Charlotte County Chamber of Commerce

In addition, Christine has held the following:

• Series 7 - General Securities (stocks, bonds, mutual funds) Representative License
• Series 66 - Uniform Combined State Law for securities agent and investment advisor representative
• Life, Health and Variable Annuity licenses in Florida and New York.

Christine is a past member of the Florida Bar Grievance Committee, a past president of the Business & Professional Women of Charlotte County, and past interim president and treasurer of the Charlotte Estate Planning Council. She is a former member of the board of directors of the Charlotte Symphony Orchestra, the Visual Arts Center’s Executive Committee and the Development Committee of the Charlotte County Jazz Society.

Alyson joined the hometown bank in 1999 as a customer service representative and worked as the branch manager in Punta Gorda before being promoted to branch operations coordinator in 2004. She was made a vice president in 2012, when she returned to the Punta Gorda office as retail and business banking officer. In 2024, she became a Trust Officer.

A New Jersey native, Alyson entered banking while still in high school, working part time at a bank in her home state. She continued her career after graduating in 1988, serving customers at a financial institution in New Jersey prior to moving to Port Charlotte in 1991. She was with another Charlotte County bank until being wooed away by us.

Alyson is an active member of the community and is currently a member of the Punta Gorda Rotary Club (Past President), Board Chair and a Board member for Do the Right Things. Alyson is also Past President of the Charlotte County Chamber of Commerce (2016) and a graduate of Leadership Charlotte class of 2004.

Kris Bilodeau was born in New Hampshire, moved to Florida 1979 and currently lives in North Venice. She graduated from Lemon Bay High School, earned her AA degree from Manatee Community College and her BA and MBA in Business Administration from St. Leo College, graduating Summa Cum Laude. She started her banking career as a teller after graduating from high school and worked her way through the ranks as customer service representative, branch lender, operations manager, branch manager, mortgage loan officer and her most recent role was as Mortgage Loan Originator before she joined Crews Bank & Trust.

Kris is a graduate of North Port Leadership, a Past President of both the North Port Area Chamber of Commerce and the Rotary Club on North Port Central as wells as a member of the Venice Area Chamber of Commerce. She is also a committee member of the Charlotte County Habitat for Humanity, serving on the Housing Selection Committee and as a Financial Education Volunteer.

In her free time, Kris enjoys exploring all that Florida has to offer - kayaking, camping and visiting state and national parks.

Kris assists clients in the greater Charlotte County and Sarasota County areas. 

An experienced member of the Trust and Wealth Management Team at Crews Bank & Trust, Kerry is responsible for developing new client relationships, assisting those with Living Trusts, IRA Rollovers, Investment Management Services and Charitable Giving Strategies.

Education:

• Bachelor of Arts degree in Communication Studies at Rowan University in Glassboro, NJ
• Graduate of Florida Bankers Association’s Trust & Wealth Management School
• Graduate of Leadership Englewood
• Has held Life, Health, and Variable Annuity Licenses in Florida

Kerry served as Assistant Vice President and Branch Manager for a Sarasota bank from 2003 to 2006, then joined our bank as a Retail and Business Banking Officer at the bank’s Boca Grande office.

Well known for her active volunteer spirit, Kerry served as Treasurer and two-term President of the Boca Grande Area Chamber of Commerce, and Treasurer of the Venice Area Chamber of Commerce. She has chaired the Boca Grande Chamber’s Ladies Day Tarpon Tournament, and the Boca Grande Christmas Walk.

Jackson joined Crews Bank & Trust as a Credit Analyst in 2021, advancing to Trust Relationship Associate in 2022 and in 2024 he was promoted to Trust Officer.

A native of Longwood, Florida, Jackson graduated from Florida State University with dual bachelor’s degrees in finance and real estate. He expanded his expertise by completing Levels 1 and 2 of the American Bankers Association Wealth & Trust School, is MoneyGuide Pro certified, and is currently pursuing his Certified Financial Planner designation.

Jackson offers educational seminars at the Bank and is on the Charlotte Estate Planning Council. He also participates in Coastal Conservation and volunteers at Charlotte High School.

On days off, he enjoys spending time with his wife and dog on the waterways of Southwest Florida.