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.
Full-Service Trust Department We can assist with:
Trust and Agency Services
Administrative Services
Investment Management We work with our clients to balance the growth and income objectives of multiple beneficiary classes and work to achieve your financial goals and objectives.
At Florida Investment Advisors, you can delegate the management of your assets with complete confidence. Established in 1996 under the leadership of Fenn Giles, Florida Investment Advisors currently manages over $475 million for trusts, individuals, institutions and foundations. As a subsidiary of The Tampa Banking Company and an affiliate of The Bank of Tampa, Florida Investment Advisors is a full-service investment firm offering the full range of financial services under one roof from highly experienced professionals you know and trust.
At Florida Investment Advisors, we believe the true value of your accumulated assets lies in the comfort and security they provide. Our officers make every effort to understand your specific goals and allocate your investments across a diversified portfolio according to your personal objectives. The absence of proprietary mutual funds and insurance products further allows for unbiased advice. This objectivity may be the strongest reason of all to rely on us for a broad spectrum of financial programs.
To discuss any of our personal or commercial investment services, call Fenn Giles at (813) 872-1270 or ask your account manager to arrange an appointment.
The construction of each portfolio begins with the asset allocation decision. The asset allocation process begins with a top-down review of your investment goals and the risk/return characteristics of available investment choices. Choosing the right asset allocation mix depends upon your specific return objectives, liquidity needs, tax status, risk tolerance, and time horizon. You’ll receive real-time monitoring of your portfolio, monthly/quarterly statements and annual portfolio reviews. And we are always available to discuss your objectives, questions or concerns as often as you like.
We offer a full range of stock brokerage services, including Internet brokerage services for those preferring to trade online without investment advice. We also offer mutual funds, U.S. Treasury securities, municipal bonds, money market funds, unit investment trusts, preferred stocks and corporate bonds.
These include key man insurance, variable universal life, long term care, term life and whole life insurances.
We offer traditional and rollover IRAs, Roth IRAs, simple retirement plans, SEP retirement plans, 401(k) plans, and pension and profit sharing plans.
Includes investment of excess funds, money desk and sweep account.