---
title: Luis Morales Finishes First Year of FBA Trust School
description: Meet Luis Morales and learn more about how he finished his first year of FBA Trust School.
---

[Caldwell Trust Company – Building Wealth and Preserving Legacy Blog ](https://blog.ctrust.com)

# [Luis Morales Finishes First Year of FBA Trust School](https://blog.ctrust.com/luis-morales-finishes-first-year-of-fba-trust-school)

 Written by [Caldwell Trust](https://blog.ctrust.com/author/caldwell-trust) | Oct 23, 2018

[Luis Morales](https://www.ctrust.com/staff/luis-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](mailto:lmorales@ctrust.com).

 

[View full post](https://blog.ctrust.com/luis-morales-finishes-first-year-of-fba-trust-school)

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