If you are thinking about adding someone to your bank account, it’s important you know what authority you may be giving them. FineMark’s Tiffany Williams talks about the biggest differences between an authorized signer and a joint owner.
FineMark National Bank & Trust Names
Tiffany A. Williams as Fort Myers President
Joseph R. Catti, Chairman and CEO of FineMark National Bank & Trust is pleased to announce Tiffany A. Williams has been promoted to Fort Myers President. Williams has been with FineMark since 2010 and has more than 15 years of experience in the financial services industry. Most recently, she served as Executive Vice President and …
FineMark is recognized as new home for entrepreneurs officially opens at Florida Gulf Coast University
Florida Gulf Coast University officially opens Lucas Hall, creating a new home for entrepreneurship students at the University’s main campus in Fort Myers. The 27,000 sq ft building houses classrooms, shared workspaces for collaboration and conference rooms where students and mentors can meet. The building is named in honor of David Lucas, a FineMark Director, …
Gulfshore Business Feature: Banking on Success
Banking on Success FineMark’s sleek new headquarters accommodates its expanding presence By Melanie Pagan A sprawling entryway with white oak wood, porcelain and mosaic tile, high-end furnishings and pendant chandeliers dangling from a soaring 30-foot ceiling … No, we’re not describing another mega-mansion in Southwest Florida; rather, FineMark National Bank & Trust’s new, 60,000-square-foot Fort …
2020 Annual Report
Review our 2020 Annual Report and letter from our Chairman and CEO, Joseph R. Catti. During a very difficult year with COVID-19, our people once again went above and beyond. As a result, FineMark experienced a record year. For optimal viewing, please click on the full screen button below the flipbook.
Cindy Cedeno as Banking Manager in Bonita Springs/Estero
FineMark National Bank & Trust Names Cindy Cedeno as Banking Manager in Bonita Springs/Estero Bonita Springs, FL (June 10, 2021) –Harlan C. Parrish, President of FineMark National Bank & Trust, Lee County, is pleased to announce the promotion of veteran banker, Cindy Cedeno, to Vice President & Banking Manager at FineMark’s Coconut Point location. She assumes …
FineMark Insights: 2021 Q1 Market Highlights
May 19, 2021 – FineMark’s Chief Investment Officer, Chris Battifarano reviews first quarter highlights and talks about what could impact the markets in the coming months. Click here to watch the full video. Have questions? Please click here to contact us. Follow us on social media! Click to follow us on Facebook, Linkedin, YouTube, and …
Is it too late to make a gift of my exemption?
That is the question we have been hearing from clients for the last few months that are still on the fence about gifting their unused exemption amount. The hesitation is justified after all, gifting a sizable amount of wealth should be carefully considered. We saw a flurry of activity at the end of last year …
2021 Q1 Shareholder’s Letter
DEAR VALUED SHAREHOLDERS: On behalf of FineMark Holdings, Inc.—the Board of Directors, the executive management team, and all of our dedicated associates—I am pleased to report on the company’s performance for the first quarter of 2021. FineMark Holdings, Inc. (the “Holding Company”; OTCQX: FNBT), the parent company of FineMark National Bank & Trust (the “Bank”; …
Yadira Vintimilla, Champions For Learning, 2021 Mentor of The Year
We are so proud of Yadira Vintimilla, Trust Associate in our Naples office for being chosen as Champions For Learning, 2021 Mentor of The Year. She will be honored at their Celebration of Champions, virtual experience tonight. Congratulations Yadira, we are so grateful to have you as a part of the FineMark family. Your dedication …
