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After graduating in 2002, he began his banking career with the Bank as a credit analyst and junior lending officer. He left the bank in 2004 to expand his commercial lending experience throughout the Suncoast area. In 2010, he graduated from the American Bankers Association’s Stonier Graduate School of Banking at the University of Pennsylvania. Larry returned to the Bank in 2011 as Senior Lending Officer and two years later was appointed bank president and served in this position until 2017. A Florida native and lifelong resident of Winter Haven, Patty began her career in banking as soon as she graduated from Winter Haven High School, joining the Bank in 1994, after working for another financial institution for several years.
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Charlotte State Bank & Trust at Harbor View Road, Punta Gorda FL
In 1990, she became an officer and in 1997 was named Executive Vice President. She was appointed President of one of Crews Bank & Trust’s legacy banks, Wauchula State Bank, in January 2018. When the Bank unified in September 2023, Donna was named Market President for Hardee, Highlands, and Polk counties. Throughout his education and career, Eric has shown his passion for banking and finance. He holds a Bachelor of Science in finance from the University of Florida, where he graduated cum laude, and a Master of Business Administration from Florida Gulf Coast University.
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Prior to joining the Bank almost 7 years ago, her banking career was based primarily in Tampa, with a brief stint in Georgia. Greg manages the investment holdings of clients via their trusts, IRAs, or individually titled accounts. He also manages assets for private foundations and nonprofit organizations throughout the state of Florida. Greg graduated from Mercy College in New York with a bachelor’s degree in government in 1988. He began his career in computer and internet technology in New York City and operated his own consulting and support firm in the early 2000s. Samuel manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida.
Charlotte State Bank & Trust
He began his finance career in 1996, obtaining five financial planning licenses and later completed his curriculum at Louisiana State University’s Graduate School of Banking in 2013. Throughout his career, Brad has gained experience in business and employee development, loan underwriting, and government regulations. Ashley started her career with the Bank in 2004 and has been in lending for more than 10 years. As both a commercial and residential loan officer, Ashley helps oversee the lending process with her customers, instilling a strong understanding and confidence they carry from application to closing. When Robin joined the Bank in November of 2019, he brought with him more than 30 years of banking experience, including proficiencies in lending, underwriting and loan management.
In her spare time, she enjoys motorcycle rides with her husband of ten years, exploring and sharing the warmth of Florida beaches with family from out of state. Brandi is the Retail and Business Banking Officer of the Bank's Murdock office. In this position, she manages the day-to-day operations of the branch while also creating a focused business plan for future growth and success.
She has been involved in the banking industry in the Venice market since 2000, advancing from teller to personal banker, to assistant vice president/office manager, to vice president and branch manager. Gretchen, who became the Retail and Business Banking Officer for the Boca Grande office in 2020, joined the Bank in 2019 as a personal banker at the Gulf Cove office. She has an extensive banking career, having spent 27 years at a large bank in North Carolina. After transferring to Florida with another huge banking operation, she decided to make the switch to community banking. Before being named Retail and Business Banking Officer, she filled in as a branch operations manager and senior teller. Born and raised in Venice, Fla., Larry earned a with a Bachelor of Arts in finance at the University of South Florida.
CHARLOTTE STATE BANK & TRUST PUNTA GORDA
He entered banking in 2008 and served as a Senior Credit Analyst with the Bank from 2014 to 2021, specializing in multiple industries, including investment real estate, agriculture, and owner-operated businesses across Central Florida. He transitioned to a Commercial Banker in 2021 and is passionate about meeting his customers’ commercial needs. Starting as a proof operator, Donna quickly advanced to other positions including administrative and management roles.
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A graduate of the Leadership DeSoto program in 2019, she serves on the Leadership DeSoto Steering Committee for the DeSoto County Chamber of Commerce. Robin graduated from the University of Central Florida with a BSBA (Bachelor of Science in Business Administration) degree in finance and has been involved with various Central Florida Chambers of Commerce. He has a son who is a physician's assistant and lieutenant in the Florida National Guard and a daughter who is an ICU nurse. When he's not working, he loves spending time with his wife, son, and other family. He enjoys outdoor activities, including fishing and being out on the water. She joined our hometown bank in 2015 as a Vice President and Retail Lender, after working as Senior Mortgage Loan Officer for a community bank in Wisconsin for 25 years.
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He later joined the family business and at 32 years old becoming one of the youngest bank presidents in Florida. "Jake" Crews, IV is part of the fourth generation of family leadership for Crews Bank & Trust, which has been providing local financial services to our communities for more than 90 years. She has mentored young students with the Take Stock in Children program through the Charlotte Local Education Foundation and with VISTA (Volunteers in Service to America). While living in New York, she started a reading club for children over five years of age. Our commitment to our customers is matched by our commitment to our community. Our efforts to help make Parkside safe, attractive, and economically sustainable led to us joining with Team Parkside to sponsor beautification awards to local residences and businesses in recognition of improvements made to their Parkside properties.
She started out as a loan secretary before moving into Retail and Business Banking and serving as Branch Manager of the former Zolfo Springs office. She returned to the Wauchula office in late 2019 as a Consumer Lender, while also continuing to serve as a Personal Banker and working with the bank’s Loan Profit Centers. Patty has recently taken a new position as a Business Relationship Banker in our Bowling Green office. Jennifer Flores is a seasoned Retail Banking Officer with a commitment to the Hardee County community. Proudly residing in Wauchula, she has been an integral part of the Bank for many years, serving in diverse roles such as teller, teller supervisor, personal banker, and branch operations manager.
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In 2012, Daniel left Farm Credit to join Hackney, Ames & Company CPAs as partner/manager. When not working or volunteering, Eric enjoys running, yoga, and plant-based eating. His favorite destinations include Japan, where he did an internship and study abroad program in 2005, and to the western U.S. where he and his family recently visited the national parks. Alyson is an active member of the community and is currently a member of the Punta Gorda Rotary Club (Past President), Board Chair, C.A.R.E. (Center for Abuse and Rape Emergencies) and Board member Do the Right Things.
Elizabeth joined the Crews Bank & Trust Family in 2003, starting as a teller, then steadily climbing the ladder to her current position of Retail & Business Banking Director, Senior Vice President. She is responsible for setting the retail operational strategy to support the growth and service for the bank’s retail business line. Angie earned a Bachelor of Science in finance from the University of South Florida, graduating summa cum laude. Before joining Charlotte State Bank & Trust, she worked as an investment consultant and senior financial consultant, earning numerous accolades for proficiency in attracting and maintaining clients. She also mentored, trained, and developed interns, assistants, and consultants and conducted educational seminars for clients and future clients. Rich utilizes more than 30 years of experience in banking, finance, and investment management to help ensure his clients achieve their desired financial objectives for themselves and their heirs.
Cristin earned a bachelor’s degree in public health at the University of Massachusetts and an MBA in finance at Florida Gulf Coast University. In 2024, Cristin was awarded the Certified Commercial Investment Member designation by the CCIM Institute. The CCIM title signifies expertise in the commercial real estate profession. A sixth-generation Floridian born in Lakeland, John attended Bartow Senior High School and earned a Business Administration Degree in finance from the University of South Florida. He is a member of the Winter Haven and Bartow Chamber of Commerce, and he enjoys hunting, fishing, college football, planting trees, improving wildlife habitats and spending time with his family. Rob began his banking career with Wauchula State Bank, one of Crews Bank & Trust's legacy banks, in 1996 after a 10-year career as a US Army Officer and Cobra & Apache Attack Helicopter Pilot.
Committed to community involvement, Nick is the President for the Charlotte County Chamber of Commerce, and he served as president of Charlotte County Chamber of Commerce Leadership Class 2016 and chaired the 2022 class. He serves on the boards of the Boys and Girls Clubs of Charlotte County and Punta Gorda Housing Authority and is Treasurer of the North Port High School Baseball Boosters Club. He is also a Board Member of the Community and Economic Advisory Board for the City of North Port and is a board member of the Charlotte DeSoto Building Industry Association. Holli’s community involvement includes volunteering with the Boys and Girls Club, where she educated local students about banking fundamentals. She also participated in the Lighthouse Project, supporting local agencies with supplies for foster families and local food pantries.
She is a licensed realtor, has studied real estate law to enhance her knowledge of the industry, and has hosted workshops and Continuing Education classes for local real estate brokers and sales agents. Kevin, who earned a bachelor's degree in accounting at the University of New Haven in Connecticut, was with Crews Banking Corporation less than a year when he was promoted to Senior Vice President and Senior Commercial Banker. He provides his clients, ranging from small business owners to real estate investors, with expert consultation, tailoring a financing program suited to needs. Over the last several years, Daniel has been successfully leading the efforts in Credit Risk to improve the bank’s overall risk profile through liquidations of non-performing assets and effective management of problem loan assets. Daniel and his skilled team have successfully established an appraisal and evaluation management process that serves all the Bank's lenders.
Charlotte State Bank & Trust currently operates with 5 branches located in Florida. This information being provided is for consumer's personal, non-commercial use and may not be used for any other purpose other than to identify prospective properties consumers may be interested in purchasing. If you have feedback about an individual agent or office, please locate the office and contact the manager. Please use and/or share my information with a Coldwell Banker agent to contact me about my real estate needs.
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