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Finance

  • 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
  • By Brian Hartz
  • July 5, 2023
Pandemic financial relief firm seizes opportunity, seeks to hire 100 employees

A lesser-known pandemic relief program has attracted a flurry of scammers. But a Tampa company is determined to do right by its clients — and hopefully keep them around as it evolves.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • July 3, 2023
SWFL estate planning attorney joins new firm in shareholder role

Juan Bendeck has experience with wills, living trusts, complex transaction

  • Charlotte–Lee–Collier
  • By Mark Gordon
  • July 3, 2023
$2.5 billion bank names new leaders for retail, commercial banking divisions

In total Crews Bank & Trust promotes four bankers.

  • Manatee-Sarasota
  • By Mark Gordon
  • June 28, 2023
$3.5 billion trust company names new CFO

Beth Weigel has been with The Sanibel Captiva Trust Co. for more than a decade.

  • Charlotte–Lee–Collier
  • By Mark Gordon
  • June 24, 2023
Former Navy lieutenant, Cisco exec to oversee Tampa investment fund

SCP & CO intends to enhance its technology investments.

  • Tampa Bay-Lakeland
  • By Jim Stinson
  • June 20, 2023
St. Pete firm adds office 700 miles away — rather than lose employee

An accounting firm in St. Pete found a creative solution to keep an employee, who, for family reasons, needed to move 700 miles away.

  • Strategies
  • By Amanda Postma
  • June 14, 2023
Accounting firm names two new principals

The new principals bring a combined 25 years of experience to the role.

  • Manatee-Sarasota
  • By Mark Gordon
  • June 13, 2023
National bank names wealth advisory market leader for 500-employee unit

Marc Beshany will oversee more than 500 financial advisors.

  • Charlotte–Lee–Collier
  • By Mark Gordon
  • June 12, 2023
Florida SBA lending market readies itself for more competition

In both the Sunshine State and nationally, more lenders look to capitalize on federally-backed lending programs.

  • Florida
« 10 11 12 13 14 15 16 17 18 19 »
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