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Credit union's trust company chooses Naples for first office in region


  • By Mark Gordon
  • | 8:30 a.m. August 10, 2023
  • | 2 Free Articles Remaining!
Matthew Lyons
Matthew Lyons
Photo by JENNY EGGERS
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Southeast Trust Co., an Ocala-based unit of MidFlorida Credit Union, is expanding outside its north-central Florida base, to Naples.  

The company named Matthew Lyons, with more than 15 years of experience in financial services, as its wealth strategist and trust officer for the new location, which is inside the MidFlorida Credit Union branch at 3360 Pine Ridge Road.

Lyons will be responsible for "developing relationships in and around Naples as well as account administration," the release states. Lyons was previously a trading analyst for ITB Capital Management and an investment advisor for James I. Black & Co., according to his LinkedIn page. Originally from Lakeland, Lyons moved to Naples after graduating college to pursue a career in the financial industry, the release adds. 

“I am delighted to welcome Matthew Lyons to the Southeast Trust Company team," Southeast Trust President and Chief Investment Officer Monty Ergle says in the statement. “Matt's extensive experience combined with his genuine passion for helping clients aligns perfectly with the values and client commitment of Southeast Trust."

Southeast Trust Co., according to its website, serves "Marion, Alachua and Sumter counties by providing asset protection and wealth management strategies for any set of circumstances." Its trust and investment services include life and wealth planning, investment management, personal trust services, estate settlement services, and individual retirement accounts.  

Lakeland-based MidFlorida Credit Union serves more than 476,000 members with assets totaling more than $7.1 billion. 

 

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Mark Gordon

Mark Gordon is the managing editor of the Business Observer. He has worked for the Business Observer since 2005. He previously worked for newspapers and magazines in upstate New York, suburban Philadelphia and Jacksonville.

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