Investors' Security Trust opens Naples 0ffice
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Charles K. Idelson, president and CEO of
Investors' Security Trust Company announced the opening of the Collier County office located in the Premier Executive Center. The office will be under the leadership of Joseph E. Cleveland, senior vice president.
Cleveland has 22 years of fiduciary experience and lives in Naples. He is president of the Corporate Fiduciaries Association of Southwest Florida, serves on board of directors of United Way of Collier County, is vicechairman board of directors - Big Brothers Big Sisters of Southwest Florida, a member of the Estate Planning Council of Naples and a member of the Estate Planning Council of Lee County.
Investors' Security Trust Company is a Florida chartered, local independent trust company that is committed to delivering comprehensive and personalized estate settlement, trust administration and portfolio management services. Investors' Security Trust Company opened in January of 2004 with a local board of directors, chaired by David M. Jones, Ph.D. and a highly experienced local management team. Jones is a guest commentary speaker on CNBC, CNN and Bloomberg networks.
Investors' Security Trust Company serves clients in Collier, Lee and Charlotte counties with trust officers who average over 20 years of trust and investment experience. All account administration takes place locally in Southwest Florida and the company prides itself on personal attention and frequent communication with all clients. The company maintains total objectivity with no propriety products and no commissioned sales persons. The staff works directly with clients' attorneys and CPAs for seamless coordination of account administration.