Sabal Trust
Company
Growth Powered by
EXCEPTIONAL SERVICE FUELS EXPANSION
of Sarasota Office
By Sue Cullen | Photo by John Revisky
Hines, an attorney with more
than 20 years of trust administration
experience, joins the Sarasota office as
a Principal along with Lowe Morrison
and Ron Koepsel who founded the
office 10 years ago. “Susan is a very
seasoned professional with a strong
trust administration background
and is a great addition to our team,”
Morrison said. “With her background,
Susan brings tremendous depth to our
team. She has extremely strong people
skills in addition to her planning
and administration capabilities, and
that is valuable to us. Our business
is built on long term relationships
and a strong commitment to our
clients and each other is key to our
success. The professionals on our
team are all significant owners of
the company who treat Sabal as
their own business, because it is.”
Hines is well known locally
within the business community
Highly personalized client service delivered by a committed team of
credentialed and experienced professionals has powered the growth
of Sabal Trust Company and led Florida’s largest independent trust
company to add Susan Hines as a new, yet very familiar, face to its
senior leadership.
and in philanthropic circles for her
active community service. So is her
husband, Charles, who serves as
a Sarasota County Commissioner.
Following graduation from business
and law school at the University of
Florida, she worked as an estateplanning
attorney for the Icard Merrill
law firm and then began her career
in trust administration in 1994.
Two years later, she joined a large
national trust organization where
she met Morrison and Koepsel.
“We all have known each other
for more than 20 years and have a
high level of respect for one another.
Ron is also an attorney with extensive
experience in trust administration and
estate settlement as well as insight into
tax planning, which is an advantage
for clients,” Hines says. “Ron and I
focus on the trust administration side
and work closely with our clients to
ensure that their financial and estate
plans are in order and their personal
needs taken care of. Lowe is a
Chartered Financial Analyst with over
30 years of portfolio management
experience, and he handles the
investment strategy for each client.”
At Sabal Trust (941.556.0760/
sabaltrust.com), which has offices
in Tampa, St. Petersburg and The
Villages in addition to Sarasota, all
clients have a dedicated team of
professionals assigned to them. Each
team includes two Principals, one
of whom will always be one of the
company’s nine Chartered Financial
Analysts (CFA), and a relationship
manager. “Our Relationship Managers,
Joyce Gallagher and Sandy Sacks,
are both Certified Trust and Financial
Advisors,” Hines said. “They both
have day-to-day contact with our
clients. Our clients truly value that
our team is watching after them, their
spouses and their loved ones. We are
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