Regulation CC Funds Availability Change, Effective 7/1/20  
Amounts made available for withdrawal on the 1st business day after checks deposited is increasing from $200 to $225 and $5,000 to $5,525 on large deposits. For more information, contact us.
 

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Lory Weisensee

Executive Vice President
Lory manages the daily operations of Trust and Investment Management Services division to help coordinate the diverse services provided. She has more than 33 years of banking and financial experience, the last 20 of which have been with Charlotte State Bank & Trust. During this time, she has served in a variety of capacities with advancing responsibilities. Her knowledge of operations provides the resources necessary to lead a team of professionals to offer banking and trust products and services with a high degree of personal attention.
Lory is a graduate of:
Florida Bankers Association’s Graduate School of Banking, University of Florida, Gainesville, FL
Florida Bankers Association’s Trust School, University of South Florida, Tampa, FL
Leadership Charlotte Class of 2003, sponsored by the Charlotte County Chamber Of Commerce
In addition, Lory has earned both the Florida Certification and National Certified Guardian designations
Lory serves on the Executive Committee for the Florida Bankers Association’s Trust and Wealth Management Division, volunteers with Tidewell Hospice and has served as a member of the Board of Directors of United Way of Charlotte County.

Recent Posts

Highlighting Highlighters

I normally do not make a practice of working from home, but with safe distancing and travel limitations sparked by the pandemic, staying home was something many were following.After setting up my home office and starting some projects, I reached for my yellow highlighter, then laughed because I didn’t have one at home, then resorted to using Post-it Notes.I realized just how often I used my yellow highlighter at work and decided to pick one up the next time I went to the office. I find it handy to use a highlighter, which has become part of my work process. I’m sure many of you feel similarly.With that being said, I do want to issue a warning about highlighters, be they yellow, pink, or blue: Never use them on your original estate-planning documents. The same goes for using Post-it Notes or worse yet, crossing out text and handwriting changes in the margins. These attempts at changes could possibly create unforeseen issues.

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Bad Guys are “Phishing”– Don’t Take the Bait

As the name implies, phishing scams use emails, texts or calls as lures to get you to voluntarily hand over sensitive information. Phishing scams attempt to trick you into clicking a link or handing over personal information. Once a scammer has the information, they can use it to steal your money, identity or gain access to your computer.

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Living Trust: Do I need one?

One of the most common misconceptions about trusts is that they’re only for individuals of high net worth with substantial estates.

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Not Feeling Retirement Ready? 6 Painless Ways to Beef Up Your Account

Worried about retirement? You’re not alone.

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Why should I make my final arrangements now?

Google “things to do before you die” and you’ll get over four billion hits. Most will involve experiences like “go on an African safari,” “visit the Grand Canyon,” “see a live Broadway show,” “swim with dolphins,” “ride in a hot air balloon,” etc.

One thing you probably won’t see is “get all my affairs in order.” That’s because most of us don’t like to think about our own mortality. But before you take up skydiving or that long ocean cruise, remember the words of Ben Franklin: “In this world, nothing can be said to be certain, except death and taxes.”

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