We provide our clients with personalized service from wealth management professionals who know you, understand your goals, and work closely with you to achieve your desired objectives.
We are not a wealth management department; we are a wealth management bank. Our Trust Department is in a unique position to offer local relationships over the long run, which is essential for effective trust service. Built on a philosophy of personal relationships through local administration, smaller account loads, proactive management and direct accessibility, we believe that all of our clients deserve the highest level of wealth management products, services and expertise available.
At The Bank of Tampa, our clients are provided with personalized service by professionals who know them and understand their financial objectives. Under the leadership of Senior Vice President and Senior Trust Officer Mary Mitchell, our Trust Department officers average more than 20 years of experience in all areas of trust services, including intergenerational wealth transfer.
Consider us to assist with coordinating your business succession plan with your personal plan, money management, tax planning and specialized trust management or when faced with life-changing events. Contact Mary Mitchell at (813) 998-2720 to learn what face-to-face contact and local, personalized service can mean for your personal and business plans.
As a full-service Trust Department, we can assist with:
Trust and Agency Services
Administrative Services
Investment Management
We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan.
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Established in 1996 Florida Investment Advisors is a full-service investment firm that is a subsidiary of Tampa Bay Banking Company and an affiliate of The Bank of Tampa. Florida Investment Advisors currently manages $500 million for trusts, individuals, institutions, and foundations.
Florida Investment Advisors (FIA) believes that the true value of your accumulated assets lies in the comfort and security they provide. Working with highly experienced local professionals you know and trust, you can delegate the management of your assets with complete confidence. Financial advisors average over 20 years of experience in the investment industry and 10 years of service at the firm, providing you with a source of longevity that is rarely seen. FIA will make every effort to understand your goals and allocate your investments across a diversified portfolio according to your personal objectives. Finally, the absence of proprietary products allows for truly unbiased advice. This rare objectivity may be the strongest reason of all to rely on Florida Investment Advisors for a broad spectrum of financial programs. To discuss any of the personal or commercial investment services offered by Florida Investment Advisors, call (813) 872-1270 or ask your account manager to arrange an appointment.
If you prefer your personal or corporate assets to be professionally managed, you can allocate those time-consuming responsibilities to Florida Investment Advisors. Investment recommendations are based on independent research conducted by leading money management firms, banks and their affiliates. In addition, Florida Investment Advisors has agreements with more than 16 nationally recognized money managers that offer a diverse selection of investment vehicles, including international investing, small cap growth, and value investing. Among FIA's successful approaches are:
When choosing someone to guide your financial future, there is simply no substitute for experience. The investment professionals at Florida Investment Advisors average more than 20 years of experience in servicing clients and offer a full range of brokerage services. Sample product offerings include:
Florida Investment Advisors offers a full array of insurance products chosen independently from a variety of carriers to provide vehicles for estate and retirement planning, well as solutions for business continuity and succession planning.
Florida Investment Advisors is dedicated to helping construct and implement 401(k) plans and other defined contribution plans, helping you to obtain more value from your plan both for your business and plan participants. Services provided include:
Florida Investment Advisors also provides investment management services to defined pension plans, as well as SEP/IRA and profit sharing plans, including traditional, Roth, and rollover IRAs.
Florida Investment Advisors offers an array of retirement plan options designed for your individual situation and can assist with IRA rollovers. If you leave an employer or retire and are facing important decisions regarding your 401(k) plan assets, the investment professionals at Florida Investment Advisors work with you to ensure any conversion is done properly and in compliance with government regulations. Your investment options will also be discussed, including:
Florida Investment Advisors offers various cash management services solutions that help facilitate investments, enhance funds availability, streamline your operating efficiency, and consolidate tax reporting.