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Luis Morales Finishes First Year of FBA Trust School

by Caldwell Trust

Luis Morales Finishes First Year of FBA Trust SchoolLuis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, which provides an intensive, in-depth program focusing on trust matters. Luis joined Caldwell earlier this year as a trust associate and is based in the Sarasota office.

A native of Havana, Cuba, he came to the United States in 2003 and settled on Florida’s Gulf Coast a year later. Luis began his financial career in 2006 as a teller at Regions Bank. In 2008 he moved to Northern Trust, where he remained for ten years. He was a member of the banking platform there until 2012, when he was promoted to investment associate. He became a senior investment associate in 2014, working with a team of multidisciplinary investment professionals.

While with Northern Trust, Luis earned a bachelor’s degree in finance from the University of South Florida, became a U.S. citizen, and began classes towards his MBA at USF. The Bradenton resident is continuing his classes while working at Caldwell. To contact him call 941.926.9336 or email lmorales@ctrust.com.

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