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Ann Tallman

About Ann

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Ann Tallman has been in the trust and investment services industry in Lake and Sumter Countries for over 35 years. Ms. Tallman has experience in management, business development, operations, employee benefit plan administration, guardianships, personal trust, and fiduciary taxes.

Ms. Tallman is a graduate of the FBA Graduate Trust School at the University of Florida, and attended Lake Sumter State College. She is a Certified Trust & Financial Advisor, Accredited Estate Planner®, and Trust and Estate Practitioner.

Ms. Tallman is a member of the Central Florida, Tri-County (Villages) Estate Planning Councils, Past Director and Member of the Central Florida Planned Giving Council, and President-Elect of the Mid-Florida Estate Planning Council.  She is an Emeritus Member of the Cornerstone Hospice Foundation Board, a former mentor for Lake/Sumter Take Stock in Children where she mentored children at Tavares High and Umatilla High Schools.

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