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Florida Trust expands into St. Petersburg
eTradeWire News/10819426
TAMPA, Fla. - eTradeWire -- Florida Trust Wealth Management (recently renamed from Tampa Bay Trust Company) is pleased to announce their move into the St. Petersburg community to serve investor families, business owners and nonprofits with comprehensive wealth management services. The new office is slated to open downtown later this month at City Center.
"We have had long-term plans to expand into St. Petersburg," said Terence M. Igo, chief executive officer, "and now with our highly-skilled new team members, the opportunity has presented itself." Those new team members include local wealth management executives, Lucas DeVicente, CFP®, CTFA, executive vice president, Wealth Services; Matt Livesay, J.D., LL.M., executive vice president, Family Office Services and April Stanton, vice president, Client Services.
The new office is opening at 100 2nd Avenue South, Suite 204N in City Center at the corner of Second Avenue South and First Street South. "My colleagues and I are delighted to be working with and assisting our friends and neighbors here in St. Pete," said DeVicente, "where we can offer the breadth of resources and depth of knowledge that comes with being part of a company with such an exceptional reputation in the industry."
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For more information visit www.floridatrust.com.
About Florida Trust Wealth Management
Florida Trust Wealth Management is an independent state-chartered trust company with more than $5 billion in assets under management that provides Family Office (https://floridatrust.com/family-office-services/) and Wealth Management (https://floridatrust.com/wealth-management-a-ho...) Services, including investment management (https://floridatrust.com/investment-services/), trust administration (https://floridatrust.com/trust-services/) and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. The firm is focused on wealth management services that are absolute-return oriented, and performance driven. Originally established in 2001, the company operated under its flagship name of The Sanibel Captiva Trust Company for 25 years, including its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, St. Petersburg, Belleair Bluffs and Tarpon Springs. www.floridatrust.com
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"We have had long-term plans to expand into St. Petersburg," said Terence M. Igo, chief executive officer, "and now with our highly-skilled new team members, the opportunity has presented itself." Those new team members include local wealth management executives, Lucas DeVicente, CFP®, CTFA, executive vice president, Wealth Services; Matt Livesay, J.D., LL.M., executive vice president, Family Office Services and April Stanton, vice president, Client Services.
The new office is opening at 100 2nd Avenue South, Suite 204N in City Center at the corner of Second Avenue South and First Street South. "My colleagues and I are delighted to be working with and assisting our friends and neighbors here in St. Pete," said DeVicente, "where we can offer the breadth of resources and depth of knowledge that comes with being part of a company with such an exceptional reputation in the industry."
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For more information visit www.floridatrust.com.
About Florida Trust Wealth Management
Florida Trust Wealth Management is an independent state-chartered trust company with more than $5 billion in assets under management that provides Family Office (https://floridatrust.com/family-office-services/) and Wealth Management (https://floridatrust.com/wealth-management-a-ho...) Services, including investment management (https://floridatrust.com/investment-services/), trust administration (https://floridatrust.com/trust-services/) and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. The firm is focused on wealth management services that are absolute-return oriented, and performance driven. Originally established in 2001, the company operated under its flagship name of The Sanibel Captiva Trust Company for 25 years, including its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, St. Petersburg, Belleair Bluffs and Tarpon Springs. www.floridatrust.com
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Source: Florida Trust Wealth Management
Filed Under: Business
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