Brian Volner, AIF®, CTP®

Brian Volner, AIF®, CTP®, has a extensive work experience in the banking and financial industry. Brian is currently working as the Managing Director at Sarasota Private Trust Company since 2016. In this role, they are responsible for various aspects including private banking, investment advisory, trust, lending, co-investment, private equity, and fine art services.

Prior to their current position, Brian worked at C1 Bank from 2010 to 2016 as the Senior Vice President - Private Banking & Commercial Lending Regional Manager. Brian was responsible for managing private banking and commercial lending operations in the region.

Before that, Brian worked at American Momentum Bank from 2007 to 2010 as the Vice President, Private Banking, Business Banking, and Regional Manager. Their responsibilities included private banking and business banking activities in the region.

From 2005 to 2007, Brian worked at Regions Bank as the Vice President, Private Banking, Area Sales Manager. In this role, they managed private banking activities and was responsible for driving sales in the area.

Prior to Regions Bank, Brian worked at First Union/Wachovia Bank from 2002 to 2005 as a Licensed Financial Specialist.

From 2000 to 2002, Brian worked at Huntington National Bank as a Licensed Senior Personal Banker.

Brian's career in the banking industry began at Prudential Financial, where they worked as a Licensed Agent from 1998 to 2000.

Overall, Brian Volner has gained a wealth of experience and expertise in private banking, investment advisory, trust, lending, and various other banking services throughout their career.

Brian Volner, AIF®, CTP®, has a diverse education history. In 1997, they obtained a Bachelor of Science (B.S.) degree in Financial Economics-International Business from Carson-Newman University. Following this, from 2002 to 2003, they pursued Certified Financial Planning at the University of South Florida Muma College of Business. Continuing their education, Brian obtained their Florida School of Banking graduate degree from the University of Florida - Warrington College of Business between 2012 and 2014. Additionally, they completed the Leadership Manatee program in 2012.

Expanding on their certifications, Brian achieved the Accredited Investment Fiduciary® (AIF®) designation from Fi360, a Broadridge company, in 2020. Brian also obtained the Certified Treasury Professional® (CTP®) certification from the Association for Financial Professionals in 2014.