Finance

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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

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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

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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

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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

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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

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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

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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

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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

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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.