San Cap Bank supports relief efforts, provides PPP loans
Sanibel Captiva Community Bank recently announced a $100,00 charitable donation to help 11 Southwest Florida not-for-profit organizations serving children and feeding people in need due to the COVID-19 pandemic.
The gift will support Southwest Florida programs serving the ongoing needs of children and hunger relief efforts, including The Harry Chapin Food Bank of Southwest Florida, F.I.S.H. of Sanibel-Captiva, Blessings in a Backpack SWFL, Valerie’s House, PACE Center for Girls-Lee, The Heights Foundation, Hearts to Home, Senior Friendship Centers, Children’s Education Center of the Islands, Sanibel Sea School and the Sanibel School Fund.
In addition, the bank has processed more than 700 loans totaling $70 million under the Small Business Administration’s Paycheck Protection Program. Launched in April to address economic challenges caused by the COVID-19 pandemic, the program provides forgivable government-guaranteed loans for small businesses.
The average loan amount processed was just under $100,000. Loan amounts ranged from as low as $500 to more than $3.7 million. The funds helped keep 9,078 people employed in Southwest Florida.
Burns Family Team named global advisors
Premier Sotheby’s International Realty recently named The Burns Family Team, a family-based real estate sales team for Sanibel and Captiva, as “Global Real Estate Advisors.”
Its efforts include building relationships with top producing agents in major feeder markets around the world, along with a global marketing program. The team brings over 160 years of real estate experience, along with its international relationships, to the table when assisting buyers and sellers. It has achieved over $1 billion in real estate production in Southwest Florida.
Sotheby’s International Realty has 970 affiliated offices in 72 countries, with $108 billion in sales. For more information, visit premiersothebysrealty.com.
Gordon earns accreditation, Johnson earns designation
The Sanibel Captiva Trust Company announced the recent accreditation of Chief Compliance Officer Darryl Gordon on earning the designation of Accredited Fiduciary Investment Manager (AFIM). The designation is based on an established set of industry-wide competencies that cover the concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in the fiduciary investment management field.
Gordon oversees and implements compliance and risk management standards for the company and its divisions. His responsibilities include the monitoring of the company’s strength of internal controls and audits, compliance with governing instruments, applicable laws and sound fiduciary principles.
Prior to joining the firm, Gordon was a regulatory financial examiner in Tampa for the Florida Office of Financial Regulation for 17 years. He periodically served as the examiner in charge, responsible for all phases of the examination process, which included reporting on the findings.
His AFIM and Certified Fiduciary & Investment Risk Specialist (CFIRS) designations were earned through multi-year course work at the CANNON Financial Institute. Gordon is also a Certified Fraud Examiner and received his accounting degree with a minor in finance from Jacksonville University in Jacksonville, graduating with honors, magna cum laude.
In addition, the company announced that Vice President Joel A. Johnson has earned his Certified Financial Planner (CFP) designation. It provides formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement plans.
Owned and awarded by the Certified Financial Planner Board of Standards, the designation is awarded to individuals who successfully complete the CFP board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification.
Johnson has been with the company’s investment management team for five years and manages a number of client accounts. His work also focuses on researching specific sectors in information technology and telecommunications for client portfolios.
Prior to joining the firm, Johnson worked as a personal banker at Fifth Third Bancorp, where he was responsible for customer account maintenance, customer relations and sales. He obtained his Bachelor of Science in finance from Florida Gulf Coast University.