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Finance

  • By Jim Stinson
  • September 12, 2023
Tampa wealth management firm lures Bank of America executive

Fidelis Capital has been pulling talent from major banks to spruce up offerings to high net-worth individuals.

  • Tampa Bay-Lakeland
  • By Jim Stinson
  • September 8, 2023
PNC Bank: Business owners' optimism strong

A PNC survey has business-owner soaring while hiring concerns linger.

  • Florida
  • By Louis Llovio
  • September 7, 2023
Fort Myers build-to-rent development gets $58 million in financing

The 202-unit community is under construction in the Portofinio Vineyards development.

  • Charlotte–Lee–Collier
  • By Mark Gordon
  • September 6, 2023
Bank promotes longtime employee to leadership post

Melissa Black has been with Crews Bank & Trust for 26 years.

  • Charlotte–Lee–Collier
  • By Jim Stinson
  • September 1, 2023
Tampa Bay, Sarasota become alluring options for financial services

With Miami and New York becoming more expensive, a number of firms are looking at Tampa Bay and Sarasota for locations and talent.

  • Tampa Bay-Lakeland
  • By Brian Hartz
  • August 25, 2023
Banker chases a green model — both in money and the environment

Ken LaRoe's mission-driven bank is zeroing in on $400 million in assets and a new headquarters.

  • Tampa Bay-Lakeland
  • By Amanda Postma
  • August 12, 2023
Sarasota-based wealth management firm adds new director

Richard Rayles brings 16 years of experience to the team at WealthGen Advisors.

  • Manatee-Sarasota
  • By Mark Gordon
  • August 10, 2023
Credit union's trust company chooses Naples for first office in region

The new location is on Pine Ridge Road.

  • Charlotte–Lee–Collier
  • By Jim Stinson
  • August 4, 2023
BayFirst picks new EVP and CFO

Scott McKim has worked as an executive for Huntington National Bank and Publix Employees FCU.

  • Tampa Bay-Lakeland
  • By Jim Stinson
  • August 3, 2023
TD Bank adding four locations to Tampa Bay

As TD eyes growing Central Florida market, Manatee County will get its first branch.

  • Tampa Bay-Lakeland
  • By Jim Stinson
  • August 2, 2023
Two financial firms merge in Fort Myers

Southwest Florida advisers decide to merge to create larger financial shopping.

  • Charlotte–Lee–Collier
  • By Jim Stinson
  • August 2, 2023
Pasco County bank expands but also stays local

A chartered bank from Dade City is growing, thanks to cannabis, diversified income and customer service. It also recently promoted more than 20 employees.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • July 24, 2023
Baltimore wealth management firm expands to Florida with acquisition

Naples-based Vantage Private Wealth was founded six years ago.

  • Charlotte–Lee–Collier
  • By Amanda Postma
  • July 18, 2023
Wealth management firm reaches $250 million in assets

The firm attributed the growth to a recent merger and client referrals.

  • Manatee-Sarasota
  • By Amanda Postma
  • July 14, 2023
St. Pete Bank buys Sarasota building for $235,000 plans full-service banking center

BayFirst National Bank had been renting the space since January 2022. With the purchase, the center will be transformed into a full-service bank.

  • Manatee-Sarasota
« 10 11 12 13 14 15 16 17 18 19 »
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