Florida Trust Wealth Management announced the addition of Rowen Goodman, CFP\u00ae, as vice president, wealth services advisor, to the Sanibel-Captiva team. Goodman advises and provides comprehensive financial planning solutions to high-net-worth clients. His expertise is in taxable and retirement portfolios, trust structures, alternative investments and coordinated tax and estate planning strategies.<\/p>\n
Goodman joins the company from Rockefeller Capital Management\u2019s Strategic Wealth Partners in Atlanta, where he served as associate vice president and wealth manager. He was advisor to more than 100 client households, covering financial planning, portfolio construction, trading and ongoing relationship management.<\/p>\n
\u201cRowen has a long relationship to the area through years of visiting his relatives and the family vacation home on Sanibel,\u201d said Jeff Muddell, president of Florida Trust\u2019s Sanibel office. \u201cOur Sanibel office is growing, and we are delighted to have a local such as Rowen on board with his established wealth management experience and dedicated service to support our clients and community.\u201d<\/p>\n
Goodman holds the Certified Financial Planner\u2122 (CFP\u00ae) certification and earned a bachelor\u2019s degree in economics with a minor in business from Florida State University. His office is at the Sanibel location of Florida Trust on Periwinkle Way.<\/p>\n
About Florida Trust Wealth Management<\/p>\n
Florida Trust Wealth Management is an independent state-chartered trust company with approximately $6 billion in assets under management that provides Family Office<\/a> and Wealth Management<\/a> Services, including investment management<\/a>, trust administration<\/a> and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. The firm is focused on wealth management services that are absolute-return <\/a>oriented and performance driven. Originally established in 2001, the company operated under its flagship name of The Sanibel Captiva Trust Company for 25 years, including its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, St. Petersburg, Belleair Bluffs and Tarpon Springs. floridatrust.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Florida Trust Wealth Management announced the addition of Rowen Goodman, CFP\u00ae, as vice president, wealth services advisor, to…\n","protected":false},"author":2,"featured_media":310424,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[209,211,210],"class_list":["post-359268","post","type-post","status-publish","format-standard","has-post-thumbnail","category-cape-coral","tag-cape-coral","tag-cape-coral-headlines","tag-cape-coral-news"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/359268","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/comments?post=359268"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/359268\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media\/310424"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media?parent=359268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/categories?post=359268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/tags?post=359268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}