Jackson Garner, CFP®, named Portfolio Manager at Crews Bank & Trust

Port Charlotte, Fla., April 23, 2026 – The Trust and Wealth Management division at Crews Bank & Trust announced that Jackson Garner has been named Portfolio Manager.

Garner joined the Bank in 2021 as a Credit Analyst and became a Trust Relationship Associate in 2023. He was recently promoted to Portfolio Manager after attaining his CFP® certification, the standard in financial planning, and has been authorized by the CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. In his new role, he will be responsible for providing disciplined investment management, strategic portfolio construction, and comprehensive wealth planning for clients.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the six-hour comprehensive CFP® certification exam. The exam covers professional conduct and regulations; general principles of financial planning; risk management and insurance planning; investment planning; tax planning; retirement savings and income planning; estate planning; and the psychology of financial planning.

CFP® professionals commit to the CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. They also must uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

“Jackson has been an asset to our team. His enthusiasm working with clients and commitment to excellence have already made a great impact,” shared Gregory Thomas, Vice President, Portfolio Management Services. “His diligence at attaining his CFP® exemplifies his work ethic and I’m confident he’ll continue to bring value and innovation to the team.”

A Florida native, Garner grew up in Longwood, Fla. and graduated from Florida State University. He holds dual bachelor’s degrees in finance and real estate. He has also completed his E-Money Financial Planning Certificate, the American Bankers Association Wealth & Trust School Levels 1 and 2, is MoneyGuidePro® certified and has obtained the Certified Financial Planner designation. 

"I’m honored to step into the role of Portfolio Manager and grateful for the trust placed in me. Earning the CFP® designation has deepened my expertise and reinforced my commitment to providing thoughtful, comprehensive guidance,” shared Garner. “I’m excited to continue serving our clients with an even broader perspective and a continued focus on helping them achieve their long-term financial goals.”

To congratulate Garner on his promotion or learn more about available services, contact him at 941-367-1576 or by email at jgarner@crews.bank. Trust and Wealth services at Crews Bank & Trust include educational seminars, complimentary document reviews, estate planning, investment management, and trust administration.

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Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.