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Meet Our Advisors


TRUST SERVICES
    ♦ Jeanette L. Croley, J.D., C.P.A., Trust Officer
        (866) 300-9382 ext. 86733
        Email,   More information 


RETIREMENT & INVESTMENT SERVICES
    Serving Pasco, Pinellas, Hernando, Citrus, and Sumter Counties

      ♦  David Evans, Sr. Financial Advisor
          (866) 300-9382 ext. 86735
          Email

      ♦  David White, Registered Representative
          (866) 300-9382 ext.55102
          Email

      ♦  MaryJane Demko CRPC®, Registered Representative
          (866) 300-9382 ext. 54302
          Email

      ♦  Thomas McCarthy, Registered Representative
          (866) 300-9382 ext. 56700
          Email

    Serving Hillsborough, Manatee, and Hardee Counties

      ♦  Armando Rojas, Sr. Financial Advisor
          (866) 300-9382 ext. 86724
          Email

      ♦  Doug Burt CRPC®, Sr. Financial Advisor
          (866) 300-9382 ext. 86731
          Email,   More information 

    Serving Charlotte, Lee, Hendry, and Collier Counties

      ♦  Annabelle Cartagena, Registered Representative
          (866) 300-9382 ext. 56201
          Email

      ♦  Nancy McGee CFP®, Sr. Financial Advisor
          (866) 300-9382 ext. 86730
          Email,   More information 


INSURANCE SERVICES
    ♦  Julie Uresti, Licensed Insurance Agent
        (866) 300-9382 ext. 57000
        Email

SALES ASSISTANTS & ADMINISTRATIVE ASSISTANTS
    ♦  Darlene Donovan, Investment Coordinator
        (866) 300-9382 ext. 86729
        Email

    ♦  Debbie Tucker, Trust Administrative Assistant
        (866) 300-9382 ext. 86728
        Email

    ♦  Hope Hood, Investment Coordinator
        (866) 300-9382 ext. 86734
        Email

    ♦  Maggie Letchworth, Investment Coordinator
        (866) 300-9382 ext. 86726
        Email

    ♦  Noemi Rivera, Administrative Assistant
        (866) 300-9382 ext. 86721
        Email

    ♦  Ryan Lanning, Investment Coordinator
        (866) 300-9382 ext. 86725
        Email

    ♦  Susan Izquierdo, Administrative Secretary
        (866) 300-9382 ext. 86732
        Email

Suncoast Trust & Investment Services is a marketing name used when offering and selling securities products and services through CUNA Brokerage Services, Inc. (CBSI) or trust products and services through MEMBERS Trust Company (MTC). Representatives are registered, securities are sold, and investment advisory services are offered through CBSI, member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. These representatives may also be employees of Suncoast Schools Federal Credit Union (Credit Union) who accept deposits on behalf of the Credit Union. MTC and CBSI are each under separate contract with Credit Union to make securities and trust services available to members. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by Credit Union. CBSI is a registered broker-dealer in all fifty states of the United States of America.

FR050912-1620
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