Susan Hines Email and Phone Number
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Following graduation from the University of Florida College of Business (B.S. 1987) and College of Law (J.D. 1991) I have spent my career focused around estate planning and wealth management for individuals and their families. My experience as a practicing attorney and as a trust and investment officer has helped me advise our clients on how to grow and protect their personal and professional assets, provide for their loved ones, and create and preserve their legacy during and following their lifetime. I have been blessed with the experience of working with one of the world's largest trust organizations, as well an independent trust companies, and I cannot express enough the value to my clients of having a local, experienced team of professionals available to them and focused on their needs. The standards for fiduciaries mandate a level of unwavering conduct, loyalty and personal integrity matched by few other disciplines in this changing and uncertain world. I am proud of the high level of professionalism and personal service we are able to bring to our clients and their families at Sabal Trust Company.
Hancock Whitney
View- Website:
- hancockwhitney.com
- Employees:
- 4692
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Hancock Whitney Wealth ManagementHancock WhitneySarasota, Fl, Us
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Board MemberWilliam G. And Marie Selby Foundation Apr 2022 - PresentSarasota, Florida, United States
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Managing PrincipalSabal Trust Company Aug 2017 - PresentSarasota, Florida AreaFollowing graduation from the University of Florida College of Business (B.S. 1987) and College of Law (J.D. 1991) I have spent my career focused around estate planning and wealth management for individuals and their families. My experience as a practicing attorney and as a trust and investment officer has helped me advise our clients on how to grow and protect their personal and professional assets, provide for their loved ones, and create and preserve their legacy during and following their lifetime. Having worked for one of the world's largest trust organizations, I can appreciate the value to my clients of having a local , experienced team of professionals available to them and focused on their needs. The standards for fiduciaries mandate a level of unwavering conduct, loyalty and personal integrity matched by few other disciplines in this changing and uncertain world. I am proud of the high level of personal service we are able to bring to our clients and their families at Sabal Trust Company. -
Executive Board MemberSouthwest Florida Estate Planning Counsel Inc Sep 2018 - PresentSarasota County, Florida, United States -
Advisory Committee MemberJerome & Mildred Paddock Foundation Mar 2019 - Presenthttps://paddockfoundationgrants.org/HistoryThe Jerome and Mildred Paddock Foundation was established in 1967 in Sarasota County. The Paddocks embraced the belief that their good fortune should extend to those who were less fortunate. As such, their foundation became a vehicle for helping others by supporting a variety of organizations, with a particular focus on serving the disadvantaged.MissionThe Jerome and Mildred Paddock Foundation was established to support religious, charitable, scientific, literacy or educational purposes. The Foundation shows preference to organizations working with impoverished elderly individuals and children with disabilities. -
Board MemberBoys And Girls Clubs Of Sarasota 2008 - Present
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Graduate And AlumniLeadership Sarasota 1994 - Present
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Vice President, Senior Trust OfficerCaldwell Trust Company May 2013 - Jul 2017Sarasota, Florida AreaPersonal, traditional and independent fiduciary, trust and investment services for individuals and their families.
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Managing Director Venice Wealth Office & Wealth StrategistThe Northern Trust Company Mar 1996 - Apr 2013Sarasota, Florida AreaFinancial planning, investment management and trust services for high net worth individuals and families. Promoted to Managing Director of Venice, Florida wealth office in June 2004. -
Board MemberGulf Coast Community Foundation Of Venice 1999 - 2007 -
Trust AdministatorSuntrust Bank May 1994 - Mar 1996Personal trust administrator for high net worth individuals. -
AttorneyIcard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A. May 1991 - May 1994Estate Planning, Real Estate and Corporate Law
Susan Hines Skills
Susan Hines Education Details
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Aba National Trust School -
Business Administration
Frequently Asked Questions about Susan Hines
What company does Susan Hines work for?
Susan Hines works for Hancock Whitney
What is Susan Hines's role at the current company?
Susan Hines's current role is Hancock Whitney Wealth Management.
What is Susan Hines's email address?
Susan Hines's email address is sh****@****ust.com
What is Susan Hines's direct phone number?
Susan Hines's direct phone number is +194149*****
What schools did Susan Hines attend?
Susan Hines attended University Of Florida - Fredric G. Levin College Of Law, Northwestern University, University Of Florida - Warrington College Of Business.
What skills is Susan Hines known for?
Susan Hines has skills like Estate Planning, Investments, Wealth Management Services, High Net Worth Individuals, Wealth Management, Investment Management, Strategic Financial Planning, Trusts, Investment Advisory, Wealth, Portfolio Management, Trust Services.
Who are Susan Hines's colleagues?
Susan Hines's colleagues are Taryn Schloegel, Rhonda Basonic, Rhonda Whitney, Leslie Purpura, Rane Ellison, Sharon Richey, Juanita Mighty.
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