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Finance

  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • 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
  • For Subscribers Only
  • By Elizabeth King
  • May 22, 2025
Private dining club coming to Sarasota selects financing partner

First Horizon Bank will finance construction of 1000 North Sarasota.

  • Manatee-Sarasota
  • For Subscribers Only
  • By Elizabeth King
  • May 17, 2025
Lakewood Ranch wealth management firm acquired by national agency

IFS Advisors marks the 20th office nationwide for Cary Street Partners.

  • Manatee-Sarasota
  • For Subscribers Only
  • By Laura Lyon
  • May 12, 2025
Longtime St. Petersburg accounting firm announces rebrand

SBF Advisors, a St. Petersburg accounting firm that merged with another firm in February, has officially rebranded.

  • Tampa Bay-Lakeland
  • For Subscribers Only
  • By Mark Gordon
  • May 12, 2025
$2B wealth management team leaves UBS, launches independent firm

The new entity is based in Southwest Florida and north-central Ohio.

  • Charlotte–Lee–Collier
  • For Subscribers Only
  • By Beth Luberecki
  • May 11, 2025
Trust company exec, cancer survivor relishes global marathon successes

Between surviving cancer and running marathons across the world, it's no wonder Jeff Muddell now says "any challenge in life seems small."

  • Charlotte–Lee–Collier
  • For Subscribers Only
  • By Elizabeth King
  • May 8, 2025
Kim Githler grew media company by connecting, constantly evolving

"Experience is everything — and learning from mentors. … I found mentors, I listened to them, and they helped me get to where I am. They are still helping me to this day." –Kim Githler, MoneyShow

  • Manatee-Sarasota
  • For Subscribers Only
  • By Laura Lyon
  • May 8, 2025
Longtime St. Petersburg banker elected to SuperPAC leadership

It's one of several leadership roles she still holds in retirement

  • Tampa Bay-Lakeland
  • For Subscribers Only
  • By Louis Llovio
  • April 28, 2025
Lakeland mortgage company lays off 58 as it shifts policies

Amerant Bank is looking to focus on in-Florida mortgage originations.

  • Tampa Bay-Lakeland
  • For Subscribers Only
  • By Laura Lyon
  • April 23, 2025
$9.5B Lakeland credit union to acquire Tallahassee bank

MidFlorida Credit Union, a longtime Polk County institution, is acquiring Prime Meridian Holding Co. and its subsidiary, Prime Meridian Bank.

  • Tampa Bay-Lakeland
  • For Subscribers Only
  • By Laura Lyon
  • April 15, 2025
Report: Florida rated among top 5 in the country for business investment

The ranking was established by multiple factors in the state's favor.

  • Florida
« 2 3 4 5 6 7 8 9 10 11 »
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