FORT MYERS, FL (MAY 18, 2018) – Harlan C. Parrish, President of FineMark National Bank & Trust, Lee County, is pleased to announce the appointments of Andy Sheppard and Joe Cleveland as Senior Vice Presidents and Private Wealth Advisors in Investments and Trust, respectively. They will work in the bank’s Estero office, while serving Lee and Collier counties.
“We are very fortunate to welcome Andy and Joe to FineMark,” said Harlan Parrish, Lee County President. “They have worked together for 15 years and both have extensive experience throughout Southwest Florida. They have excellent reputations and their values and desire to provide the highest level of service are right in line with FineMark’s culture.”
Mr. Sheppard, a Lee County native, brings 35 years of experience to FineMark. Most recently, he served as a Senior Portfolio Manager for Synovus Trust Company, covering the west coast of Florida, from Naples to Tarpon Springs. At FineMark, his responsibilities will include working directly with clients managing assets, along with building new relationships throughout the area.
Mr. Cleveland has more than three decades of experience in the trust industry. He previously worked with Mr. Sheppard as a Senior Trust Relationship Manager at Synovus Trust Company, covering all of Southwest Florida. Mr. Cleveland will work directly with clients, managing and administering trust relationships in Lee and Collier counties. Both Mr. Sheppard and Mr. Cleveland have their CFP® (Certified Financial Planning) designations.
FineMark National Bank & Trust offers a comprehensive array of banking, trust and investment services to clients interested in establishing long term, high touch relationships. FineMark is dedicated to providing a culture of service to clients and making a positive difference in the communities it serves.
(Photo from left to right)
Andy Sheppard, Senior Vice President & Private Wealth Advisor, Investments
Joe Cleveland, Senior Vice President & Private Wealth Advisor, Trust