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Perspectives

Our Experts' Perspectives

Our highly experienced financial professionals are selected for their expertise, civil leadership and commitment to service. Working together as one dedicated team, they help ensure our clients’ financial success.

Here, our private wealth advisors and senior bankers share their knowledge on a variety of topics to help you stay informed and financially savvy. Check out the videos in our exclusive library to learn more!

Secure ACT 2.0: Four Key Enhancements Could Help You Save More for Retirement

Dean Borland
SVP, Private Wealth Advisor, Trust

A new bill, that could become law later this year, may help Americans put more money away for retirement. FineMark Private Wealth Advisor, Dean Borland, shares some of the key highlights in Secure Act 2.0.

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Investment

Discover our experts’ unique takes on what’s happening at home and abroad through Insights, FineMark’s investment video series. In this first set of videos, FineMark’s Chief Investment Officer (CIO), Chris Battifarano, answers your questions about worldwide markets and the global economy.

Women’s Financial Series

The Aspire video series empowers, inspires and enables women by instilling confidence through financial education. Adria Starkey, Executive Vice President and President of FineMark National Bank & Trust (Collier County), has championed women’s financial education for decades and shares her knowledge in this special series.

Technology

From the latest in banking technology to tips on how to protect your personal information and avoid sophisticated cyber scammers, FineMark’s senior bankers share our newest features and capabilities to safeguard your wealth.

Trust & Estate

In this video series, FineMark’s private wealth advisors break down what it means to become a trustee, explain the responsibilities that accompany the role, and highlight the value of proactive and proper estate planning.