The Boca Grande location is temporarily closed. Please check back for updates.
With gratitude for the service of America's heroes, all locations will be closed on Veterans Day, Monday, Nov. 11.
Registration for free estate planning seminars is now open.
Today’s Chart of the Day is from the recent Harvard Caps/Harris poll. After all of these years, at 43%, TV is still the principal place people get their news. However, when all the polled internet sources are combined, totaling 44%, it is clear that they are quickly gaining control. Learn more about this survey at https://harvardharrispoll.com/wp-content/uploads/2023/05/HHP_May2023_KeyResults.pdf.
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.