For IMMEDIATE RELEASE
For additional information contact:
Lory Weisensee 941-624-1903
Brad Ruhmann 863-767-5039
TRUST OFFICER DOTTI GIRARDI JOINS BANK
Sarasota, Fla., May 8, 2020 – Dorothy (Dotti) Girardi, a Certified Trust and Financial Advisor (CTFA), has joined Trust and Investment Management Services at Crews Bank & Trust as a vice president and trust officer. She will be working primarily out of the bank’s new Sarasota Office located at 15 S. Palm Avenue in the heart of the city’s business district.
“Dotti has been serving Sarasotans with retirement and estate planning for 25 years,” said Executive Vice President Lory Weisensee, who manages the bank’s Trust and Investment Management Services division. “She’s a well-qualified, experienced trust officer who is able to assist our new and existing clients. We’re delighted she joined us.”
Girardi moved to Sarasota from Cambridge, Mass., in 1989. She graduated from Eckerd College in St. Petersburg, Fla., with a Bachelor’s Degree in Business Management with a minor in marketing. She also completed the Canon Trust School three-year program studying the technical competencies and skills required to perform complex trust administration responsibilities.
Girardi obtained her CFTA certification from the American Bankers Association. The certification covers several areas, including fiduciary and trust activities, financial planning, tax law and planning and investment management. Girardi passed a four-hour examination demonstrating her knowledge of fiduciary and trust activities, financial planning, taxation law and planning, investment management and ethics.
Active in the Sarasota Chamber of Commerce and a former member of the Southwest Florida Estate Planning Council, Girardi is a member of the Eckerd College Alumni Committee. She has two children – Anthony, who serves in the U. S. Navy, and Dominique, who is in nursing school – as well as a 4-year-old granddaughter, Nicole. Girardi may be contacted at 941-888-6085 or email@example.com.
Photo provided: Dotti Girardi.jpg
ABOUT CREWS BANK & TRUST: Established in 1973 as First State Bank of Arcadia, Crews Bank & Trust operates two full service offices in Arcadia, a satellite loan-production office in Manatee County, and plans to open a full-service office in Sarasota County soon. The bank offers an extensive menu of services for individuals, businesses and institutions, including a fully staffed, local trust and investment management services division. To learn more, visit www.crews.bank. Crews Bank & Trust is one of four banks owned by the Crews Banking Corporation, a privately held Florida bank holding company that has been providing local financial services for four generations. Member FDIC, Equal Housing Lender.