Wealth Management Advisor

Barbara Roti<br> <sup> CTFA®</sup>

Barbara Roti

Seacoast Investment Services


Barbara is responsible for administering accounts, including estates, livings trusts, irrevocable trusts, investment management and custody accounts and assisting clients in achieving their financial planning objectives. Prior to joining Seacoast National Bank in 2001, Barbara worked in the legal field for nine years.

She graduated from the Florida Graduate Trust School with a CTFA (1) designation, attended Indian River State College and has a degree in Paralegal studies. Barbara is an active member of Council on Aging Finance Committee, Alzheimer’s Community Care and is the Past President of Martin County Estate Planning Council.

(1) Certified Trust and Financial Advisor (CTFA) is a prestigious designation awarded to candidates who pass a comprehensive and challenging exam in fiduciary responsibilities, personal finance, insurance, estate planning, tax law and investment management

Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit

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