Trust Accounts:
Administrative Trustee Accounts
As a fiduciary, a trustee is accountable for the overall execution of the creator’s intent in accordance with the governing instrument and law. The duties and responsibilities are quite broad and can be found by opening the “Trustee and/or Successor Trustee Duties” link below. There are situations where the creator of a trust for the benefit of themselves or heirs is faced with the dilemma of having developed a relationship with an investment adviser with whom they have a lot of confidence and, because the investment adviser does not have trust powers or cannot act as trustee, the creator doesn’t feel they can establish a trust without severing the investment adviser relationship. This dilemma is common today where large corporate institutions with trust powers have policies where they will not accept trusts when the responsibilities are split and the investment function is performed by another party. These responsibilities can be bifurcated when the governing instrument is properly drafted by an attorney. Cypress respects the wishes of a trust’s creator in these situations and accepts appointments as “administrative trustee only” relationships.
Investment Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Trust Contacts
Stacie Draper | Trust Officer, Vice President
Stacie Draper has over 15 years of experience in banking with 10 of those years in Trust Administration and Wealth Management. She has worked with individuals in all walks of life including high net worth and ultra-high net worth individuals. Previously, she worked at Northern Trust in North Palm Beach as a Wealth Strategist Associate, then later she was an Estate Planning Paralegal at a well-known Jupiter, Florida law firm advising on planning and limiting taxation on estates.
Stacie Draper is a Winter Haven native whose roots run deep in the Polk County community. She is a graduate of Winter Haven High School and received her bachelor’s degree in business administration from Warner University. She currently resides in Lakeland with her husband, toddler, and dog. She volunteers for Husky Haven of Florida and enjoys ballroom dancing, camping, and spending time with family.
Direct 863-295-9607
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
Edie Murphy | Senior Trust Officer, Vice President
Edie Murphy, Senior Trust Officer, Vice President. Edie is a seasoned trust professional with over 20 years’ experience in wealth management. She has worked with both high net worth, and ultra-high net worth families to integrate fiduciary and investment knowledge into each client’s custom wealth plan. Her experience began with Northern Trust and over the years included Wells Fargo, Deutsche Bank and JP Morgan. She received her BS from Florida International University and is a trust school graduate of the American Bankers Association at Northwestern University.
Direct 904-310-1727
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
SCOTT BUTTON | Trust Officer | Assistant Vice President
Scott Button, Trust Officer and Assistant Vice President, joined Cypress Bank & Trust in 2012. Scott has over 23 years of experience in the trust industry including both trust administration and trust operations. He is a graduate of the Florida Bankers Association Graduate Trust School and a Bachelor of Arts in Music and a business certificate from Indiana University.
Direct 772-492-1931
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
ANITA CALABRO | Senior Trust Officer | Vice President
Anita D. Calabro, Senior Trust Officer and Vice President, joined Cypress Bank & Trust in 2012. She previously spent 15 years in the legal and financial services industry with roles at Regions Trust, where she managed trust relationships for high-net-worth families, and at Wachovia Wealth Management where she administered personal trusts. Anita holds a Bachelor of Science degree in Business Administration from Capella University, an Associates of Arts degree in General Studies and an Associates of Science degree from Eastern Florida State College. She has also completed course programs at Cannon Trust School and Graduate Trust School.
Direct 772-492-1923
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
MARK FORE | Senior Fiduciary Officer | Senior Vice President
Mark Fore, Senior Fiduciary Officer and Senior Vice President, has 25 years of experience in the private practice of law, the last 18 of which with Gray Robinson, P.A., in its Lakeland office. Prior to joining Cypress, Mark’s practice focused on the preparation and implementation of estate planning documents, including wills and trusts, probate, trust and guardianship administration, as well as dispute resolution and litigation matters in these practice areas. He is admitted to the Florida and Georgia Bars, and is a member of the Real Property, Probate and Trust Law section, and the Elder Law section of the Florida Bar. Mark has previously served as volunteer guardian ad litem for the 10th Judicial Circuit Court. He is also an active member and former president of both the Lakeland Rotary Club and the Lakeland Bar Association. Mark has an undergraduate degree from the University of Georgia and earned his Juris Doctor from Samford University’s Cumberland School of Law.
Direct 863-295-9605
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
M. LISA AMOROSO, CTFA | Senior Trust Officer | Senior Vice President
M. Lisa Amoroso, CTFA, Senior Trust Officer and Senior Vice President, is a key fiduciary resource with an in-depth knowledge of fiduciary principals and applicable laws to assist clients in achieving their goals and help them manage, preserve, and transition their wealth. Prior to joining Cypress and for more than 30 years, Lisa has served as a Trust Advisor at large regional institutions. She has a bachelor’s degree in Political Science from the University of Central Florida and a bachelor’s degree in International Business from Rollins College. She is also a graduate of Florida Trust School and National Graduate Trust School and is a Certified Trust and Fiduciary Advisor (CTFA). Lisa serves as a Board Member for Central Florida Estate Planning Council and is a member of the Orlando Estate Planning Discussion Group.
Direct 407-961-6035
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
Alina Mitroi | Junior Trust Officer | Vice President
Alina Mitroi, Jr. Trust Officer and Vice President joined Cypress Bank & Trust in 2022. Prior to joining Cypress, Alina managed trust relationships for Ultra-High Net worth clients for Bank of America Private Bank for 6 years. Her career includes 11 years with Wachovia Bank Wealth Management where she administered trusts and estates. She graduated from Florida Atlantic University with a major B.S. in International Business and a Certificate of Corporate Financial Management. Additionally, she completed the Certified Financial Planner Program from Barry University. Alina has lived in Florida most of her life and is married to her husband Adrian. In her spare time, she enjoys cooking, hiking and is also an avid beekeeper.
Direct 561-296-6297
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
KEN R. THOMPSON, JR, CTFA | Senior Trust Executive | Senior Vice President
Kenneth “Ken” R. Thompson, Jr. is a 38-year veteran of the trust and investment management business. He began his career in Atlanta, Georgia working with SunTrust Bank and later transferred to Southeast Georgia working in Waycross and Brunswick markets. In 2000, he moved to Jacksonville, FL to work for First Union which became Wachovia and Wells Fargo through mergers. During his time there, he managed the fiduciary teams in North and Central Florida as well as the teams in Alabama, Tennessee, Texas and California during the transition to Wells Fargo.
In August 2021, Ken joined Cypress Bank & Trust as the Senior Trust Executive for the Jacksonville, Florida region with a goal of growing and managing relationships for this boutique, community bank firm.
Ken has a Certified Trust and Financial Advisor (CTFA) designation. He attended the Southern Trust School in Birmingham, Alabama as well as Cannon Trust School. He received his BS in Management from Georgia Tech.
Ken is the longest serving member of the Board of the Planned Giving Council of NE Florida and acts as Treasurer. He is also a member of the Estate Planning Council of NE Florida. He is a registered member of the University of Florida Advisors Network. Ken is active in his church and serves on several committees within the Catholic Diocese of St. Augustine, FL.
Ken has been married to his wife, Cindy, for 36 years and they have two children. Their oldest, Mary Rose, is a Florida Gator with an Undergraduate and Master’s degree in Special Education. Their son, Trey, is finishing his studies at UNF with a degree in Sports Management and a minor in Business Administration.
Direct 904-301-2224
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
GINA RALL, CPA | Senior Trust Officer | Vice President
Gina H. Rall CPA, Senior Trust Officer and Vice President with over 30 years of specialized expertise in individual estate & trust taxation, fiduciary accounting and administration for trusts and estates with a special interest in eldercare & special needs trusts. She has been court appointed in many counties to serve as an independent trustee, curator, personal representative and/or guardian of property.
Gina earned her B.S. in Accounting from the University of Central Florida and is a Registered and Licensed Certified Public Accountant in Florida. She is a valued member of prestigious professional organizations, including the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Additionally, Gina actively contributes to the Brevard County Estate Planning Council, further showcasing her commitment to professional growth and collaboration within her field.
Beyond her professional accomplishments, Gina is deeply involved in her community. She currently serves as a Board Member and Treasurer of Bridges (Space Coast ARC) and CATCH (Space Coast Early Steps) as well as having volunteered for Brevard’s Special Olympics as a track & field coach for more than a decade . Her dedication to these organizations highlights her passion for making a positive impact on the lives of those she serves.
Direct 321-306-4105
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
ELIZABETH WAGNER | Senior Trust Officer | Senior Vice President
Elizabeth Wagner, Senior Trust Officer and Senior Vice President, has over 40 years of experience in banking, trust, and investments in the Palm Beach market. She began her banking career with Bank of Palm Beach & Trust Company, which was acquired by First Union/Wells Fargo. Elizabeth held a private banking position with Harris Bank prior to joining Cypress Bank & Trust in 2004. She currently serves as the Chairperson of the Cypress Bank & Trust New Accounts Committee. She is a graduate of Towson University, the Florida School of Banking, and the Florida Graduate Trust School. Elizabeth is a member of the Rehabilitation Center for Adults and Children Professional Endowment Committee.
Direct 561-820-2921
Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.
Easy Management
Providing for the financial future of family, non-profit organizations, or foundations is an intrinsic value. It is one that creates a sense of accomplishment. We’ll work with you to protect and manage your assets by creating customized investment strategies, serving you during estate settlement, and as an administrative trustee for clients already committed to an investment plan.