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Finance

  • By Anastasia Dawson
  • January 23, 2026
Veteran bankers see opportunity amid surge of industry consolidation

Ambitious executives break a 5-year-long drought of new banks in Tampa Bay with a team-focused startup: Echelon Bank.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • January 22, 2026
Large Tampa CPA firm promotes pair to shareholder role

Brooke Dawson and Dennis Paleveda have been named new shareholders in Rivero, Gordimer & Co.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • January 21, 2026
Prominent Tampa financial adviser, philanthropist dead at 57

Stephen Segundo was well known for both his expert financial advice as principal of Private Wealth Group and his heart for family, friendship and making his community a better place.

  • Tampa Bay-Lakeland
  • By Elizabeth King
  • January 16, 2026
$34M in financing secured for two Sarasota County projects

Berkadia helped secure two loans for a privately held real estate investment firm toward projects in Nokomis and the city of Sarasota.

  • Manatee-Sarasota
  • By Mark Gordon
  • January 12, 2026
SWFL community bank completes $4M new branch project

Sanibel Captiva Community Bank's new McGregor Boulevard branch is open for business.

  • Charlotte–Lee–Collier
  • By Mark Gordon
  • January 9, 2026
Global mountain-climbing Sarasota couple seeks new challenges

Jennifer and Dan Vigne look for hikes and climbs where they can push themselves mentally and physically.

  • Manatee-Sarasota
  • By Anastasia Dawson
  • January 6, 2026
Tampa financial adviser unplugs on air

Kevin Caldwell’s love of music led to a gig as a community radio DJ on WMNF.

  • Tampa Bay-Lakeland
  • By Elizabeth King
  • December 15, 2025
Credit union names market president for three counties in region

Achieva Credit Union has appointed Ryan Cooke as market president for Sarasota, Manatee and Charlotte counties.

  • Manatee-Sarasota
  • By Elizabeth King
  • December 8, 2025
Wealth management firm opens Sarasota office

The CEO of the national financial services company will be based in Sarasota.

  • Manatee-Sarasota
  • By Mark Gordon
  • November 19, 2025
Panhandle CPA firm expands in Polk, Pasco with acquisition

Thomas Howell Ferguson P.A. CPAs acquired Hamic Previte & Sturwold PA, with offices in Lakeland and Dade City in Pasco County.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • November 17, 2025
Mother-daughter Tampa CPA firm merges with Michigan company

Professional advisory firm Rehmann is growing in other parts of Florida.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • November 1, 2025
St. Pete bank posts $19M loss, but execs confident in restructuring

BayFirst National Bank believes selling its SBA loan portfolio, where it was previously a national leader, will help get it back to profitability.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • October 28, 2025
Former US senator, UF president joins area bank board

Ben Sasse remains part of the University of Florida community.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • October 10, 2025
Tampa financial firm adding staff, expanding space as it mulls a move

Wealth Warden Partners says it has leased additional office space as it prepares to go on a hiring spree.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • October 9, 2025
SWFL bank surpasses $500M in assets in five years

Cogent Bank now has six locations in the region, from Clearwater to Naples.

  • Charlotte–Lee–Collier
1 2 3 4 5 »
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