For more information, please contact the Trust Services team directly at 813-998-2720.
Our Trust Department has been built on developing personal relationships to understand our clients’ financial goals and objectives. We work closely with you, as a member of your advisory team, to achieve comprehensive wealth management.
Dedicated local Trust Officer assigned to each account
Customized portfolios tailored to the unique needs of each client
Design and implementation of investment strategies
Asset allocation based on risk assessment
Online access to account information
Quarterly reviews performed and meetings as requested
We will handle collections and disbursements, issue transaction statements, keep asset ledgers and provide safekeeping for your securities. We automatically invest cash balances daily in money market funds to maximize earning on your investments. We also provide timely monthly statements and online access to your account for informational purposes.
We provide escrow agent services for various commercial transactions to provide a specific corporate solution when needing options to minimize risk.
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.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|