Here for you in Florida

Whether you are up north or down south, we can help. Florida has favorable tax and other advantages we can discuss with you. You want to be able to talk with someone who is familiar with your lifestyle. We have an office in Florida to make sure you are always connected to people who are willing to listen and understand your needs.

Middle-aged couple standing on the beach at sunset.

Administration of trusts and estates for Florida residents (full and part-time)
- Our presence in Florida allows us to be named as Trustee or Personal Representative (Executor of your will) in your estate planning documents.
Investment management
IRA and 401(k) rollovers
Charitable trust administration, including donor-advised funds
Foundation management
Tax planning and advisory services
Comprehensive financial planning
Succession planning

*Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not a Bank Deposit, Not Insured by any Federal Government Agency

BANKING SERVICES

Private Banking when and where it’s convenient for you — we bring the bank to you, day and night
Secure, easy to use online and mobile services • Checking and savings accounts • Customized lending and deposit services
Flexible options for unique mortgage situations, including multiple homes
Construction mortgages
Business and commercial lending options
Lines of credit (secured and unsecured options)

Member FDIC | Equal Housing Lender

View our brochure to learn more.

Checking account is required when obtaining a loan. Loans subject to credit approval.