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Finance

  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • By Anastasia Dawson
  • October 3, 2025
USF Credit Union expands outside Tampa Bay for first time

USF Credit Union is expanding to Winter Park, with an expected opening date in spring 2026.

  • Tampa Bay-Lakeland
  • For Subscribers Only
  • By Mark Gordon
  • September 30, 2025
Caldwell Trust CEO wins statewide industry award

Kelly Caldwell was named Trust Banker of the Year by the leading banking industry lobbying group in Florida.

  • Manatee-Sarasota
  • For Subscribers Only
  • By Anastasia Dawson
  • September 29, 2025
St. Pete bank to sell $103M in small business loans to Miami company

BayFirst Financial Corp., parent company of BayFirst National Bank, announced plans Sept. 29 to exit the SBA 7(a) lending business and sell its $103 million loan balance to Banesco USA.

  • Tampa Bay-Lakeland
  • For Subscribers Only
  • By Louis Llovio
  • September 28, 2025
Clearwater insurtech company expands with new facility

In the week's top commercial real estate news, a downtown Fort Myers office building sells, a Tampa dentist buys a new office, and a Bradenton rental community starts its final phase.

  • Florida
  • For Subscribers Only
  • By Elizabeth King
  • September 28, 2025
Pennsylvania bank to acquire Sarasota financial firm

The parent company of Mid Penn Bank is acquiring Cumberland Advisors.

  • Manatee-Sarasota
  • For Subscribers Only
  • By Mark Gordon
  • September 27, 2025
Bank of America pushes minimum wage to $25 an hour

The move impacts more than 800 employees in the Naples, Fort Myers, Sarasota and Bradenton metro areas.

  • Florida
  • For Subscribers Only
  • By Anastasia Dawson
  • September 24, 2025
Tampa financial services firm raises $5M through promissory notes

AtlasClear Holdings Inc. has raised $5 million in financing by issuing promissory notes to investors and board members, the company announced Sept. 24.

  • Tampa Bay-Lakeland
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