Brittney Anderson

VP, Client Services at Charlotte State Bank

Brittney joined Charlotte State Bank & Trust in 2008 and acquired a wealth of banking and financial experience in a variety of positions involving operations, investment management, and retail and customer service.

Brittney was promoted to Vice President, Client Services in early 2022. She assists in managing individual investment holdings of clients and works with the Investment Management Team to monitor market conditions, identify objectives, preferences and circumstances to develop specific investment policies for investors. Brittney provides oversight and monitors managed model portfolios to reflect significant change in any or all relevant variables as well as assisting in business development activities.

Brittney has an Associate Degree in Business from the University of Central Florida, specializing in Accounting and Finance. She has earned the American Bankers Association Trust Officer designation and is working toward achieving her Certified Trust Financial Advisor (CTFA) designation. Brittney is a native of the Port Charlotte area and is actively involved in the local community through autism awareness associations and performing arts enrichment programs.

Timeline

  • VP, Client Services

    Current role

View in org chart