All locations will be closed Thursday, November 28, for Thanksgiving. We will be open regular hours on Friday, November 29.
The Boca Grande location is temporarily closed. Please check back for updates.
Registration for free estate planning seminars is now open.
Today's Chart of the Day from Visual Capitalist shows the richest billionaire in every state. Musk still holds the ultimate title with $230 billion, followed by Jeff Bezos with $149 billion and Warren Buffett with $117 billion. Imagine being Warren Buffett and amassing $117 billion in your lifetime, but still only being in 3rd place.
Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.