small enough to provide a high level
of personal service and local decision
making, but large enough to have
the needed checks and balances.”
Along with Sabal Trust’s
personalized, team-based approach
to client care, its proven strategy
for investment management, which
focuses on judicious growth and
systemic risk management, has helped
the company grow to more than $2
billion in assets under management.
The company has a major commitment
to investment management. As well
as having nine CFAs on staff, Sabal
Trust has a dedicated Investment
Research Division. “Ours is a
disciplined and conservative strategy
focused on dividends, interest and
capital preservation over time,”
Morrison said. “It is a time-proven
strategy that centers around growth
of income over the long term.”
Seated L to R: Ron Koepsel and Lowe Morrison
Standing L to R: Susan Hines, Sandy Sacks and Joyce Gallagher
In addition to serving clients,
Sabal Trust has a long history of
active involvement professionally
and philanthropically within its
communities. The Sarasota team
often partners with the Gulf Coast
Community Foundation and the
Community Foundation of Sarasota
County and is active within the
Southwest Florida Estate Planning
Council where Koepsel served as a
Past-President. He has also been a
trustee with the Johns Hopkins All
Children’s Hospital Foundation and
is on the board of the Southwest
Florida Planned Giving Council.
Morrison is a trustee of the Frank E.
Duckwall Foundation, which makes
grants to non-profits that improve
the quality of life in the Tampa Bay
area. He also is on the board and
is Chair Emeritus of Mote Marine
Laboratory and serves on the Advisory
Council of Tampa Bay Watch.
Hines is the President Elect of the
Sarasota County Bar Association’s
South County Division and has
worked extensively with several
children’s organizations, including
the boards of both Boys & Girls Clubs
of Sarasota County and Big Brothers
Big Sisters of Sarasota. She has also
taught financial literacy through Junior
Achievement and is a graduate of
Leadership Sarasota. “At the end of
the day, this is our community and
our company and we treat it that
way. We answer our own phones and
return calls by the end of the day,”
Morrison said. “The result is that the
majority of our new business comes
from word of mouth testimony from
our clients and direct referrals from
professionals in the community who
have had successful experiences with
us, and we deeply appreciate it.”