Sheldon Forrest Bernau
Relationship Manager, Sr.
125 West Romana Street, 4th Floor
As a Senior Relationship Manager, Sheldon Bernau has the knowledge and fiduciary responsibility you can count on to help build, maintain and transfer your wealth. From basic trust needs to extenuating estate planning circumstances, he has the experience to help individuals, families and small businesses.
Sheldon has been working in the Trust Industry since 2011 but started his career in the Financial Industry in 1993. He graduated from the University of West Florida with a master’s degree in accounting. He holds professional designations as a Certified Divorce Financial Analyst (CDFA®), Certified Public Accountant (CPA®) and a Chartered Global Management Accountant (CGMA®).