Family wealth management firm in Florida

Welcome to First Foundation Bank, located at 1055 Crosspointe Drive, Naples, Florida 34110. As a distinguished financial institution, we offer a comprehensive suite of services that extend beyond traditional banking. Our offerings include Private Wealth Management, investment and advisory services through First Foundation Advisors, and a range of trust and insurance services under First Foundation Bank. At First Foundation Bank, we pride ourselves on being more than just a bank. We are committed to making a positive impact in our local community by actively supporting local charities and initiatives. Our dedication to community service is a core part of our mission.

Welcome to Truist - ATM, conveniently located at 889 111th Avenue North, Naples, Florida 34108. As a key part of Truist Financial Corporation, we are committed to providing comprehensive financial services to meet your needs. Whether you're interested in exploring pre-qualification for a Truist credit card or finding the right loan, our services are tailored to support your financial journey. Truist offers a wide array of banking products and services through Truist Bank, a proud Member FDIC, ensuring your deposits are secure. Our trust and investment management services are expertly managed by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance, Truist Investment Services, Inc., a SEC registered broker-dealer and member of FINRA and SIPC, is here to assist. Investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC.

Welcome to Fifth Third Private Bank, where Thomas Nerney, CPWA®, brings his expertise and personalized approach to wealth management and financial planning. Conveniently located at 999 Vanderbilt Beach Road in the heart of Naples, Florida, our firm is committed to providing exceptional financial services tailored to meet the unique needs of our clients. At Fifth Third Private Bank, we understand that managing wealth requires a deep understanding of your personal and financial goals. With years of experience and a Certified Private Wealth Advisor® designation, Thomas Nerney specializes in delivering comprehensive financial strategies that encompass investment management, estate planning, tax strategies, and more.

Welcome to Kodie S Fridley - Morgan Stanley, your trusted partner in financial planning and investment management located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, our dedicated team is committed to providing personalized financial solutions tailored to meet the unique needs of each client. At Kodie S Fridley - Morgan Stanley, we pride ourselves on our comprehensive approach to wealth management, offering a wide range of services including investment strategies, retirement planning, estate planning, and risk management. Our goal is to help you achieve financial success through careful planning and informed decision-making.

Welcome to Key Private Bank - Naples, your trusted partner in financial growth and wealth management. Conveniently located at 3777 Tamiami Trail North, Naples, Florida 34103, our dedicated team of financial experts is here to support you in achieving your unique financial goals. As a proud recipient of the 2017 award for best overall performance for a private bank in North America and recognized as the ‘Best Regional Private Bank’ at the 2021 Family Wealth Report Awards, we are committed to providing exceptional service and innovative financial solutions. At Key Private Bank - Naples, we take the time to listen, understand, and plan around your individual priorities. Our robust digital tools and resources empower you to build, grow, and protect your wealth with confidence. With our secure interactive online tool, you can collaborate with your financial team anytime to explore how market changes may impact your portfolio, allowing you to make informed decisions.

Welcome to Dufort Financial Services, your trusted partner in navigating the world of finance. Conveniently located at 4100 Corporate Square in Naples, Florida, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to helping you achieve your financial goals through comprehensive planning, investment management, and advisory services. Whether you're looking to plan for retirement, manage your wealth, or seek guidance on financial strategies, Dufort Financial Services is here to support you every step of the way. Visit us today and discover how we can help secure your financial future with confidence and clarity.

Welcome to Truist - ATM, your trusted financial partner located at 8090 Sorrento Lane, Naples, Florida 34114. As a part of Truist Financial Corporation, we are committed to providing exceptional financial services to meet your diverse needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, our comprehensive range of services has you covered. Our offerings include banking products and services, such as loans and deposit accounts, provided by Truist Bank, Member FDIC. For trust and investment management, Truist Bank and Truist Delaware Trust Company are here to assist. If you're interested in securities, brokerage accounts, or insurance (including annuities), Truist Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and licensed insurance agency, is at your service. Additionally, investment advisory services are available through Truist Advisory Services, Inc., and GFO Advisory Services, LLC., both SEC registered investment advisers.

Welcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.

Welcome to Citrus Cardiology Consultants, PLLC, your premier destination for comprehensive heart care in The Villages, Florida. Conveniently located at 910 Old Camp Rd STE 210, our state-of-the-art cardiac care center is dedicated to providing exceptional healthcare services to our community. With a team of 25 board-certified doctors and nurse practitioners, we are committed to meeting all your cardiac needs with compassion and expertise. For over 37 years, Citrus Cardiology Consultants has been at the forefront of cardiac care in Central Florida, delivering high-quality, personalized treatment to each patient. Our extensive network includes 10 locations and a dedicated staff of over 200 professionals, ensuring that you receive seamless, coordinated care whether in-office or in-hospital.

Welcome to Onyx Behavioral Health, your sanctuary for mental wellness and healing, located at 699 NW Airoso Blvd, Port St. Lucie, FL 34983. Our dedicated team, which includes a Board Certified Psychiatrist, Registered Nurses, and Licensed Mental Health Therapists, is passionately committed to helping you discover your best self. We understand that mental health is intertwined with various aspects of life, and our holistic approach aims to nurture your mind, body, and soul through a range of therapies. Our inviting recovery facility is thoughtfully designed to promote healing and well-being. Whether you are engaging in private sessions, family counseling, or group therapy, Onyx Behavioral Health provides a comforting environment that feels like home. We specialize in evidence-based therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavioral Therapy (DBT), Trauma-Focused Cognitive Behavioral Therapy (TF-CBT), and Acceptance Commitment Therapy, all tailored to meet your individual needs.

Welcome to Citrus Cardiology Consultants, PLLC, your premier destination for comprehensive heart care in Inverness, Florida. Conveniently located at 308 W Highland Blvd, our state-of-the-art facility is dedicated to providing exceptional cardiac care with a team of 25 board-certified doctors and nurse practitioners. With over 37 years of experience, we are committed to meeting every cardiac need with the highest quality of care. Our practice boasts a seamless continuum of care through in-office and in-hospital programs, ensuring our patients receive consistent and compassionate treatment. We are proud to serve patients in 7 area hospitals, enhancing communication and access to real-time information, which sets us apart in cardiac care. Our focus remains on offering the best cardiac care possible, and we look forward to serving you.

Welcome to Mark Downey & Associates: Bradley Loftin, your trusted partner in real estate located at 7555 U.S. 98, Pensacola, Florida. Since our inception in 1996, we have been dedicated to helping individuals and families achieve their dreams of home ownership and financial prosperity. Whether you're looking to buy, sell, rent, or lease, our team offers expert advice, extensive market knowledge, and unwavering commitment to help you reach your real estate goals. At Mark Downey & Associates, true service is our hallmark. We have been honored both locally and nationally for delivering the finest service in sales and property management. However, our greatest achievement is the lasting relationships we build with our clients. We invite you to experience our exceptional service and let us guide you on your real estate journey.

Welcome to Mark Downey & Associates Inc. Located at 310 North Navy Boulevard, Pensacola, Florida, Mark Downey & Associates Inc. is your trusted partner in real estate services. Since our inception in 1996, we have been passionately committed to helping individuals and families fulfill their dreams and achieve financial prosperity through home ownership. Whether you are looking to buy, sell, rent, or lease a property, our team is dedicated to providing you with expert advice, unmatched industry knowledge, and tireless effort to help you reach your real estate goals.

Welcome to Smith & Associates Real Estate, your premier destination for luxury real estate services in Tampa Bay. Located at 6434 1st Avenue North, St. Petersburg, Florida, we pride ourselves on offering a boutique experience with a personal touch, treating each client like family. Our seasoned real estate professionals are among the brightest in the industry, bringing a wealth of knowledge and expertise to every transaction. Specializing in luxury properties, we feature some of the most distinguished homes in Tampa Bay, with a focus on properties priced at $1 million and above. We understand the unique needs of our discerning clients, including preferences for privacy, luxury, amenities, and security. When you choose Smith & Associates, you gain access to award-winning buildings and world-class amenities, ensuring that your next home exceeds your expectations.

Welcome to Sutton Homes, your premier real estate agency located at 3145 Grand Avenue, Pinellas Park, Florida. Serving the vibrant St. Petersburg area, Sutton Homes of Florida is dedicated to helping you navigate the dynamic real estate market with confidence and ease. Our comprehensive resources, innovative tools, and strategic market insights empower our clients to seize opportunities and maximize their investments. Whether you're looking to buy, sell, or invest, Sutton Homes is your trusted partner for all types of real estate transactions. From single-family homes, condos, and townhomes to villas, rental and vacation properties, waterfront estates, commercial and industrial spaces, and land, we cater to every real estate need. Our mission is to save you money while delivering exceptional service, ensuring your experience is seamless and rewarding.

Welcome to SRQ Coastal Living, your premier real estate agency nestled in the heart of Sarasota, Florida, at 5145 Ocean Boulevard. We specialize in delivering exceptional real estate opportunities on the breathtaking Siesta Key, offering you a chance to own a piece of paradise. Our team is dedicated to guiding you through the vibrant Sarasota real estate market, ensuring that your dream of coastal living becomes a reality. Explore the best waterfront value on Siesta Key with our exclusive listings. Whether you're looking for a diamond in the rough that allows you to add your personal touch, or a luxurious penthouse with panoramic Gulf views, we have something for every discerning buyer. Our properties boast features such as deep boating water access, private docks, and spacious living areas designed for comfort and style.

Welcome to Franklin BS LLC, your trusted real estate agency in Cape Coral, Florida. Conveniently located at 1010 Northwest 34th Avenue, we are dedicated to providing exceptional real estate services to our clients. Whether you're buying, selling, or investing in property, our experienced team is here to guide you every step of the way. At Franklin BS LLC, we pride ourselves on our deep knowledge of the local market and our commitment to personalized service. Our skilled agents are passionate about helping you find the perfect home or investment opportunity that suits your needs and budget. We understand that real estate transactions can be complex, and we strive to make the process as smooth and stress-free as possible.

Welcome to Kathryn Knee PA, your trusted legal partner in Fernandina Beach, Florida. Conveniently located at 1027 South 8th Street, our law firm is dedicated to providing exceptional legal services to the local community and beyond. With a strong commitment to client satisfaction, Kathryn Knee PA specializes in delivering personalized legal solutions tailored to meet your unique needs. Our experienced team, led by Kathryn Knee, is well-versed in a wide array of legal areas, ensuring comprehensive support and representation. Whether you are seeking legal advice, need assistance with complex legal matters, or require representation in court, we are here to help you navigate the legal landscape with confidence and ease.

Welcome to the Law Office of Ronald J. Conte, your trusted partner in navigating the complexities of legal and financial matters. Conveniently located at 5422 1st Coast Highway, Florida 32034, our esteemed law firm is dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. With a focus on finance and law, we bring a wealth of expertise and a personalized approach to every case, ensuring that our clients receive the highest level of representation and guidance. Whether you are seeking assistance with financial planning, legal advice, or complex litigation, our experienced team is here to support you every step of the way. At the Law Office of Ronald J. Conte, we are committed to achieving the best possible outcomes for our clients with integrity, professionalism, and dedication. Contact us today to schedule a consultation and discover how we can assist you in achieving your legal and financial goals.

Welcome to Attorney Josh Martin's Law Office, your trusted legal partner in Fernandina Beach, Florida. Conveniently located at 5422 1st Coast Highway, our practice is dedicated to providing exceptional legal services to individuals and businesses in the community. With a commitment to excellence and a personalized approach, Attorney Josh Martin offers comprehensive legal solutions tailored to meet your unique needs. Specializing in a wide range of legal areas, including family law, real estate, estate planning, and business law, Attorney Josh Martin brings a wealth of experience and a deep understanding of the legal landscape in Florida. Our goal is to ensure that you receive the highest quality representation and guidance, helping you navigate complex legal challenges with confidence and ease.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management located at 1281 Church Avenue, Chipley, Florida. As a leading financial services firm, we are dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Our team of experienced advisors is committed to understanding your unique needs and providing tailored solutions to help you navigate the complexities of wealth management, retirement planning, and investment strategies. At Wells Fargo Advisors, we pride ourselves on delivering exceptional client service and building long-lasting relationships. Visit us today to discover how we can support your financial journey with integrity and expertise.

Welcome to Kamie Fournier, ERA Fernandina Beach Realty, where exceptional service and unparalleled expertise meet in the heart of Fernandina Beach, Florida. Located at 2057 South Fletcher Avenue, Kamie Fournier is your go-to real estate professional, dedicated to turning your property dreams into reality. Kamie’s journey in real estate began in 1988, drawing house plans and investing in rental properties. Her passion for real estate led her to earn her Real Estate License in 2001, and by 2011, she joined ERA as a full-time Fernandina Beach Realtor. With a wealth of experience in selling oceanfront homes, foreclosures, short sales, and more, Kamie is known for her focused, diligent, and energetic approach. She is committed to exceeding your expectations with timely communication and results-oriented strategies.

Welcome to PrimeSouth Bank, your trusted financial partner located at 1500 Sadler Road, Fernandina Beach, Florida. At PrimeSouth Bank, we are committed to providing exceptional banking and financial services tailored to meet the unique needs of our community. Whether you're looking for personal banking solutions, business accounts, or expert financial advice, our dedicated team is here to assist you every step of the way. We pride ourselves on our customer-focused approach, offering a range of products and services designed to help you achieve your financial goals. Visit us today and discover why PrimeSouth Bank is the preferred choice for individuals and businesses in Fernandina Beach and beyond. Experience the difference of personalized banking with a local touch.