Team Location: Florida

  • Vanessa Watt CFA, CPWA ®
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    Vanessa Watt CFA, CPWA ®

    Senior Wealth Management Advisor

    • Vanessa specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She has ten years of experience in the financial services industry and holds a bachelor’s degree with majors in economics and finance from Florida Gulf Coast University. Vanessa is also a Chartered Financial Analyst® Charterholder and has earned the Certified Private Wealth Advisor® designation.

  • Jeannine Stetson, CTFA, CDFA®
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    Jeannine Stetson, CTFA, CDFA®

    Vice President, Senior Trust Relationship Officer

    • With 24 years of experience serving families in Southwest Florida in trust and estate administration, Jeannine Stetson is a Senior Trust Relationship Officer known for providing thoughtful guidance and personalized fiduciary solutions to her clients.  She found her purpose in helping clients navigate complex family and financial matters with care, clarity, and long-term perspective.  Jeannine earned a Bachelor of Science in Business Administration with a minor in Economics from Hodges University.  She is a graduate of both Florida Banker’s Association Trust School and American Banker’s Association National Trust School.  She holds both Certified Trust and Fiduciary Advisor and Certified Divorce and Financial Analyst® designations.

  • Dana Hushak
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    Dana Hushak

    Business Development Officer

    • Responsible for new business development, Dana has over 35 years of financial services industry experience in institutional, corporate and personal trust lines.  He serves as a board member and advisor for several private foundations and is a trustee for First Tee.  Dana is a graduate of Central Connecticut State University and lives in Grand Rapids.

  • Daniel L. Baker, J.D.
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    Daniel L. Baker, J.D.

    Senior Vice President, Senior Trust Advisor

    • Dan’s responsibilities include providing service to individual personal trust clients, as well as coordinating sales efforts of the personal trust team and our five regional offices. With more than 25 years of experience as a practicing attorney and business leader, he is a graduate of Kalamazoo College, Thomas M. Cooley Law School and the American Bankers Association National Graduate Trust School.