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Finance

  • By Elizabeth King
  • July 22, 2025
National wealth management company invests in Sarasota financial firm

Summit Financial of New Jersey has made a strategic investment in LPF Advisors of Sarasota.

  • Manatee-Sarasota
  • By Louis Llovio
  • July 21, 2025
Tampa family-run firm exits hotel business after 45 years

The Liberty Group sold the last six hotel in its portfolio ending an era that began in 1980 in Youngstown, Ohio.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • July 15, 2025
Firm refinances Tampa, Winter Haven properties for $107M

Robbins Property Associates took out the loan on three of the properties it owns, including two in the region.

  • Tampa Bay-Lakeland
  • By Elizabeth King
  • July 14, 2025
The Meadows Country Club in Sarasota files for bankruptcy

A Sarasota country club has filed Chapter 7 in U.S. Bankruptcy Court for the Middle District of Florida.

  • Manatee-Sarasota
  • By Elizabeth King
  • July 12, 2025
Cogent Bank opens full-service Bradenton branch

The branch has a team of seven bankers and is looking to hire two more staff members.

  • Manatee-Sarasota
  • By Mark Gordon
  • July 8, 2025
41-year SWFL Bank of America market leader to retire

Julie Schmelzle, who has been with the bank for 35 years, will replace Gerri Moll in the key role.

  • Charlotte–Lee–Collier
  • By Louis Llovio
  • June 24, 2025
Financial services firm leases HQ space in new downtown St. Pete tower

Dynasty Financial Partners's new space will be in the 46-floor 400 Central tower under construction in the city's downtown.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • June 19, 2025
$211B Cincinnati bank names new Florida executive

Marty McAndrew has been in banking for more than two decades.

  • Florida
  • By Louis Llovio
  • June 16, 2025
Fort Myers bank acquired in $585 million deal

FineMark National Bank & Trust began looking at options to grow at the end of last year.

  • Charlotte–Lee–Collier
  • By Eric Snider
  • June 13, 2025
College preps for digital future with new fintech degree program

Hillsborough Community College officials believe the school's new fintech program will be a big winner — for employees and employers.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • June 11, 2025
Homegrown Lee County bank hits $1B asset milestone

Sanibel Captiva Community Bank becomes second bank in Lee County to surpass $1 billion.

  • Charlotte–Lee–Collier
  • By Mark Gordon
  • June 10, 2025
Trust firm passes 50 employees, $2B in assets on its way to more growth

Even as the pace of growth has increased at Caldwell Trust Co., its leader stands by a core value to grow the right way.

  • Manatee-Sarasota
  • By Mark Gordon
  • June 5, 2025
Ratings firm says regulators give pass to big banks with weak capital ratios

Weiss Ratings disputes the Federal Communications Commission's position on determining a bank's financial soundness.

  • Florida
  • By Elizabeth King
  • June 2, 2025
Fifth Third Bank names president for region that includes Tampa Bay, Sarasota

The bank has announced a new leader for the North Florida region.

  • Tampa Bay-Lakeland
  • By Elizabeth King
  • May 30, 2025
Sarasota financial firm acquired by national wealth advisory company

SRQ Wealth has been acquired by Carson Group.

  • Manatee-Sarasota
« 1 2 3 4 5 6 7 »
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