Seacoast Wealth Management

Trust Officer
Vice President

Cassandra serves as Vice President and Trust Officer at Seacoast Wealth Management in The Villages, Florida. With over two decades of experience in the trust and estate field, she specializes in the administration of estates, trusts, IRAs, and investment management accounts. Cassandra is deeply committed to building meaningful, long-term relationships with clients and works collaboratively with tax, legal and investment professionals to deliver comprehensive, personalized wealth management solutions.

Before joining Seacoast, Cassandra spent 15 years at Sabal Trust Company (now Hancock Whitney) in The Villages, where she earned her Certified Trust and Fiduciary Advisor (CTFA) designation. She holds a Bachelor of Applied Science in Business Management and Organizational Behavior from Central Florida College.

Outside of work, Cassandra and her husband Dwane—both proud U.S. Army veterans—enjoy cruising and international travel. They actively support organizations dedicated to serving soldiers and veterans.

Cassandra can be contacted at Cassandra.Dougherty@SeacoastBank.com

1. Certified Trust and Fiduciary 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