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Finance

  • For Subscribers Only
  • By Mark Gordon
  • March 27, 2020
Bankers embrace opportunities to shine for clients

Behind the drive-thru-only branches and iPad meetings lies a core community banker belief: They want to be there for customers.

  • Finance
  • For Subscribers Only
  • By Brian Hartz
  • March 25, 2020
Fast-moving financial crisis demands decisive action: banker

David Druey, Centennial Bank’s Florida regional president, says the coronavirus pandemic presents a host of challenges.

  • Finance
  • For Subscribers Only
  • By Mark Gordon
  • March 20, 2020
Wealth management firm throws itself big curveball

In addition to a new name and branding campaign, FourThought Financial is now an independent Registered Investment Advisor.

  • Finance
  • For Subscribers Only
  • By Beth Luberecki
  • March 13, 2020
Naples capital firm helps its portfolio of companies with hands-on strategy

Hands-on approach goes a long way for firm investing some $150 million in promising companies.

  • Finance
  • For Subscribers Only
  • By Grier Ferguson
  • December 27, 2019
Area bank has big ambitions for expansion into new community

Crews Bank & Trust is planning a grand opening of its new branch in Sarasota on Jan. 2.

  • Finance
  • For Subscribers Only
  • By Mark Gordon
  • December 27, 2019
Firm targeting high-net-worth clientele finishes 2019 on a high note

Sarasota Private Trust aims to at least double assets under management in 2020.

  • Finance
  • For Subscribers Only
  • By Business Observer Staff
  • December 20, 2019
Credit union gets bigger — and dismantles more of the community bank model

Suncoast Credit Union seized the buy-to-grow strategy when faced with a obstacle to its asset expansion.

  • Finance
  • For Subscribers Only
  • By Brian Hartz
  • December 20, 2019
Steady presence: Bank sees big opportunity in upheaval

TD Bank looks to grow its presence in the Tampa Bay, Florida, region to capitalize on recent upheaval in the community banking sector.

  • Finance
  • For Subscribers Only
  • By Mark Gordon
  • December 20, 2019
Valley rally: Bank accelerates march into Florida

Valley National Bank’s CEO keeps one lesson learned close: Stay true to who you are.

  • Finance
  • For Subscribers Only
  • By Beth Luberecki
  • December 5, 2019
After 15 years on his own, a banker gets back into the game

Charles Idelson has big expansion plans for Investors’ Security Trust under its new owners, Illinois-based Busey Bank,

  • Finance
  • For Subscribers Only
  • By Jay Schlichter
  • November 15, 2019
Economic forecast 2020: Accounting

Tami Cindrich, Markham Norton Mosteller Wright & Company, P.A., Fort Myers and Naples

  • Finance
  • For Subscribers Only
  • By Brian Hartz
  • November 15, 2019
Economic forecast 2020: Banking

Rita Lowman, president of Pilot Bank

  • Finance
  • For Subscribers Only
  • By Business Observer Staff
  • September 20, 2019
Small yet mighty: Two community banks outperforming many of their peers

Leaders at Sanibel Captiva Community Bank and First Citrus Bank discuss the strategies that have allowed them to not only survive, but thrive, in a post-recession era of industry consolidation.

  • Finance
  • For Subscribers Only
  • By Brian Hartz
  • September 20, 2019
Crisis management: Financial gurus turn bad timing to their advantage

Tampa, Florida-based AGW Capital Advisors came into being at the nadir of the economic downturn a decade ago.

  • Finance
  • For Subscribers Only
  • By Grier Ferguson
  • September 20, 2019
Area company finds seamless way to transition to next owner — an apprenticeship program

In July, Reba Rogers completed the sale of Bradenton-based Secure Aging to Melissa Leedom.

  • Finance
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