Katrina Walters

Background

About Katrina Walters

I am a seasoned professional with 25+ years of financial planning and trust management experience in diverse sectors. Recognized for demonstrating a natural aptitude for wealth advisement, as well as for investment strategy and client relations. As such, I have consistently exceeded performance goals, and I am adept at achieving maximum revenue impacts with minimal obstacles. Professional focal points include trust and estate advisement, asset management, client prospecting, portfolio administration, risk mitigation, needs assessment, and project management. Delivering superior administration on the latter areas of expertise requires utilization of effective communication and prioritization skills, as well as team leadership, critical thinking, problem solving, and time management to support efficiency and maximum returns. Currently, I am a licensed Agility Judge with the American Kennel Club©. Just prior to this role, I was the Vice President and Trust Officer of Trust Services with The Bank of Tampa. Under my leadership, I cultivated and fostered trust relationships within a diverse portfolio by providing informed fiduciary advisement and managing revocable and irrevocable trusts. I also served as a primary subject matter expert and first point of contact for financial and estate planning. In addition, I collaborated with senior leadership, stakeholders, and cross-functional teams to ensure the company’s trust services support structure was effectively advancing the business. Colleagues describe me as a progressive, driven, down-to-earth, financial planning and advisement expert who can be relied on to offer superior solutions that deliver desirable results for both the company and the client.