Brian Volner, AIF®, CTP® in

Brian Volner, AIF®, CTP®

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Managing Director at Sarasota Private Trust Company
📍 Sarasota, Florida, United States

Brian Volner is a Managing Director at Sarasota Private Trust Company with over two decades of experience in financial services, specializing in client relationship management and wealth advisory. He holds Accredited Investment Fiduciary® and Certified Treasury Professional® designations. Colleagues describe him as a trustworthy and reliable leader with high integrity.

Deeply invested in his community, Brian is the past Chairman of the Board for the Lakewood Ranch Business Alliance and has served on boards for the Bradenton Area Economic Development Corporation and Forty Carrots Family Center. His work reflects a strong passion for local economic growth and philanthropy.

Brian was recognized as the "2014 Networking King," highlighting his exceptional talent for building professional and community relationships.

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Experience
24 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Sarasota, Florida, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Wealth Management
Focuses on providing client-centric, transparent wealth management, co-investing, and trust services for families and entrepreneurs.
Community Leadership
Demonstrates a strong commitment to local development through his past role as Chairman of the Lakewood Ranch Business Alliance and other board memberships.
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Career

Work history

6-2016
Managing Director
Sarasota Private Trust Company
12-2010 - 6-2016
Senior Vice President - Private Banking & Commercial Lending Regional Manager
C1 Bank
2-2007 - 12-2010
Vice President, Private Banking, Business Banking, Regional Manager
American Momentum Bank
1-2005 - 2-2007
Vice President, Private Banking, Area Sales Manager
Regions Bank
1-2002 - 1-2005
Licensed Financial Specialist
First Union/Wachovia Bank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012 - 2014
Florida School of Banking
University of Florida - Warrington College of Business
2002 - 2003
Certified Financial Planning
University of South Florida Muma College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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