We are open until 2 p.m. on Christmas Eve, Tuesday, Dec. 24. All of our locations will be closed on Wednesday, Dec. 25.
Registration for free estate planning seminars is now open.
Today’s Chart of the Day comes from @genticici on Twitter. I was impressed by the simplicity of the concept, and it's very apropos to be on the back of a napkin.
As money managers, our primary focus is getting you as close to that arrow as possible and keeping you out of zones #2 and #4.
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.