In observance of Martin Luther King Day, all of our locations will be closed on Monday, Jan. 18.

Get expert advice for Estate Planning and Investment Management by attending an educational webinar.

COVID-19 Resources, PPP and  Stimulus Payment Information  

Due to the increase in COVID-19 cases in our area, lobby access is by appointment only.

Prepare for a bright future

Achieve your financial goals with Investment Management Services

Managing your finances wisely today will help you live better tomorrow. Experienced professionals from Charlotte State Bank & Trust’s investment management services team can help you achieve a bright financial future through investment strategies tailored to you.

We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together.

For more information about our Investment Management services, please contact Christine Hause at (941) 624-1917 or toll free at (888) 624-5454. Or if you prefer, email her at chause@csbtfl.com. Please include your contact information and the time you prefer to be contacted.

Our Approach

Share your vision for your future. We will listen to you intently and work with you closely to bring it to fruition.

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IRAs

Achieve your long-term goals with tax-advantaged Individual Retirement Accounts (IRAs).

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Meet Our Client: Dale Ritchhart

Dale Ritchhart discusses why he chose to work with the team at Charlotte State Bank & Trust.

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Meet Our Clients: The Hayman Family

Donna and Harry Hayman discuss why they chose Charlotte State Bank & Trust and Christine Hause to help with their retirement.

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On Our Minds

01/4/21

Investment Market Update: Positive Takeaways From 2020

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12/16/20

Stop Ransomware Before It Stops You!

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12/3/20

Economic Normalization on the Horizon

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