Join us for an Investment Roundtable
2024 Roundtable Schedule
May 14th, October 8th, November 5th, December 5th
9:00 AM – 10:00 AM
Shell Point Woodlands in the Grand Cypress Room
Join our team of experienced professionals in the new year as they lead insightful discussions on current market conditions and FineMark’s views on the ever-changing economic landscape internationally and here at home.
RSVP for our Roundtable
Register for one or multiple sessions for our Roundtable!
From 9:00 AM – 10:00 AM
Shell Point Woodlands in the Grand Cypress Room
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Grand Cypress Room at The Woodlands at Shell Point
Anna Smith
Vice President
Managing Executive, Shell Point
Anna Smith is a Vice President and Managing Executive for FineMark National Bank & Trust. Ms. Smith oversees operations at the bank’s Shell Point office. She joined FineMark in 2012 as a banker in Fort Myers. Ms. Smith is a Certified Public Accountant (CPA) with more than 20 years of experience in accounting and finance. Ms. Smith earned her Bachelor of Science in Accounting from the University of Arkansas and is also fluent in Spanish.
Ms. Smith served on the Canterbury School Board of Trustees for eight years and also served on the school’s Finance Committee. She continues to actively volunteer at the school and is also part of her church’s community outreach team.
At FineMark, we are committed to delivering exceptional service to help individuals and families reach their goals and build lasting legacies for generations to come. FineMark’s comprehensive wealth management services include Asset Management, Trust Administration, Estate Settlement, Banking and Lending.
Our Wealth Management Services
Knowing what brings meaning to your life and understanding why those things have value for you is the first step in effective wealth management. At FineMark, we focus on building authentic, lasting relationships with our clients.
We spend time getting to know you and work with you to define your goals and develop a unique plan to achieve them. By building sincere relationships that go beyond the financial aspects of your life, we gain the knowledge and understanding we need to create a customized financial plan that’s as unique as you are.
Banking & Lending
We take time to get to know you, understand your financial situation, and suggest solutions that meet your unique needs.
Investments
We invest in you by asking questions, learning about your risk tolerance, and listening to your plans for the future.
Planning
We’ll customize your financial plan to help manage your money, maximize your cash flow, and protect your assets now and through retirement.
Trust & Estate Planning
It’s normal for estate planning to feel uncomfortable. We’ll proactively partner with you to establish a plan long before it’s needed.
Sports Management
We partner with pro athletes, coaches, and executives to help preserve their capital and maintain the lifestyle they’ve worked so hard to achieve.