Posts
- Zelle®
- FineMark Associates Get Involved with Donating Blood
- Women and Wealth: Why Women Have Different Money Experiences than Men
- Why Women’s Financial Lives Are Different
- When Your Email Is Compromised
- What is a QCD and How Does it Work?
- What Are Spousal Lifetime Access Trusts (SLATs)?
- What about that IRA?
- FineMark National Bank & Trust Welcomes Heather Thomas as Senior Vice President & Senior Lending Officer
- FineMark welcomes Jupiter Executive Chef, Daniel Diaz
- We are Thankful for You!
- Updating Your Software
- Updates to FineMark’s Downtown Naples Office
- Unlimited FDIC Coverage
- FineMark continues to assist in Hurricane Ian relief efforts by donating $100,000
- Cybersecurity: Understanding Cyber Threats
- Should I enable two-factor authentication?
- Transferring Your Values, Not Just Your Bank Account
- Tracking the Data: Jupiter Medical Center Shares COVID-19 Update
- ‘Tis Better to Give Than Receive – But Is It Still Tax Deductible?
- Tips on How to End Telemarketing Calls
- Hurricane Season 2023: A Guide to Financial Preparedness
- Tips for Creating a Strong Password
- Three New Offices Planned for 2015
- The Power of Music: An Interview With Sandra Baran, Director of Grace Notes Music Foundation
- The New Tax Law: What You Need To Know
- The My Money Program
- The Lengths We’ll Go: Building Luxury Homes in a Hot Market
- The Anatomy of a Bear Market
- Tangible Personal Property & Estate Planning
- FineMark’s Strength & Stability
- Staying Alert to Stimulus Check Scams
- Adria D. Starkey receives Naples Daily News 25 Over 50 Recognition
- FineMark’s President of Collier County, Adria Starkey, is invited to join the International Women’s Forum
- Spring Cleaning For Your Estate Plan
- FineMark’s Personal Banking New Features
- Special Interview with Hall of Famer, Hale Irwin
- South Florida is Hot for Houses: Taxes, FOMO and the Fear of a Bubble
- Smart Charitable Giving
- SLATisfaction: Hedging your Federal Estate Tax Bets With a SLAT
- Signature Formalities
- Should You Pay Off Your Mortgage or Invest?
- Shell Point Welcomes FineMark Bank to the Community
- Setting Up a Record-Keeping System
- How Secure Act 2.0 Could Impact your Retirement Plans and IRAs
- Secure ACT 2.0: Four Key Enhancements Could Help You Save More for Retirement
- Scottsdale Office Moves In!
- Sensory Santa Experience with Family Initiative, Inc.
- Safeguarding Your Identity During Tax (Scam) Season
- The Russian Invasion And Its Possible Impact on Your Investment Portfolio
- Russian Invasion of Ukraine and Market Impacts
- Revisiting the Secure Act
- Recipes from Culinary Classes
- Recent Changes in the Markets
- Portfolio Actions You Can Take Today To Prepare For Higher Taxes Tomorrow
- How to Fight Mobile Number Port-out Scams
- FineMark Makes $1 Million Pledge to Affordable Housing
- Planning Your Own Future
- Planning in Uncertain Times
- Pictures from Harvest Day Sponsored by FineMark
- Preventing Phishing Attacks
- Personal Online Access
- View Statements on Personal App
- FineMark National Bank & Trust Adds Industry Veteran Advisor Team
- Our Past Doesn’t Have To Dictate Our Future
- OTC Markets Group Welcomes FineMark Holdings, Inc. to OTCQX
- Opportunity Zones
- Operations Center Construction
- Online Services and Mobile Banking Setup
- News-Press: Veterinarians, banks, car dealerships continue services in uncertain times
- New Office in Charleston, South Carolina
- New Neighborhood Sign Reveal & Final Home Dedication in FineMark Village
- Highlights of New Florida Trust Acts from 2021
- Negative Interest Rates
- Naples Renovations – Round 2
- Naples Celebrates its Newly Renovated Office
- My Social Security Account
- Money Stories: All Abuzz About HIVE
- Mobile Payment Apps
- Mobile App Update – Edit Payee & Touch ID Toggle
- Mobile App Safety
- Mentoring for Success
- Medicare & Medicaid Scams
- Market Update: Coronavirus overview
- Making an Impact with Big Brothers Big Sisters of the Sun Coast
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter From Our President
- Letter from Our President
- Lee Health Foundation presents Humanitarian Award to Joseph R. Catti
- Keeping Your Cloud Storage Safe
- Joseph R. Catti Appointed to FGCU Board of Trustees
- Joe Catti to be Inducted into Business Hall of Fame
- Joe Catti is named Voice of the Year
- IRS Tax Fraud Alert
- Watch out for IRS Scams this Tax Season
- New Reporting guidelines for Third-Party Payment Apps won’t impact Zelle® users
- IRA and Retirement Plan Limits for 2014
- Investors Looking to Generate Income
- Investing in Gold: Separating Fact from Fiction
- Intro to the SECURE Act | Retirement Plan Legislation
- Introducing Mobile Banking App 5.0
- Getting Started with IntraFi Cash Service
- Tapering and Rising Rates, and What it Means to Investors
- Insurance Claims Post-Natural Disaster
- Markets Adjust to a More Hawkish Fed
- FineMark Insights: The Value of Portfolio Rebalancing
- Stay Long Gold
- FineMark Insights: Inflation
- FineMark Insights: Finding Opportunity in Opportunity Zones
- FineMark Insights: Bitcoin
- FineMark Insights: Gold, a Timeless Store of Value
- FineMark Insights: 2021 Q1 Market Highlights
- Inflation and Your Bottom Line
- Important Update Regarding Market Volatility
- Help! I’ve been hacked! Now What?
- Identity Theft, Warning Signs and Ways to Prevent It
- Iconic Atrium makes way for FineMark headquarters
- FineMark Associates In The Community After Hurricane Ian
- Hurricane Ian Recovery and Relief Resources
- How Scammers Target Seniors
- How Are Markets Staying Strong When the Economy Is “Bad?”
- High Performance, High Stakes: Banking for Professional Athletes
- Healthcare Network & FineMark: Partnering to Help Others Receive the Care They Need
- Have I Been Hacked?
- Congratulations to FineMark friend and client, Hale Irwin, for receiving the PGA Tour’s 2019 Payne Stewart Award
- Empowering Women through Home Ownership & Financial Education
- Habitat for Humanity of Collier County
- Gulfshore Business Feature: Banking on Success
- Groundbreaking Ceremony
- GRAT Planning Benefits from Low Interest Rates and Decreased Market Values
- Government Shutdown Explained
- Gov. Scott Reappoints Adria D. Starkey to Florida Prepaid College Board
- Go Paperless!
- Giving Tuesday 2020
- Is it too late to make a gift of my exemption?
- Fourth Quarter Review and Commentary
- FineMark National Bank & Trust Names
Tiffany A. Williams as Fort Myers President - Five Year-End Financial Planning Tips
- Five Wishes | Living Will
- FinTech Risks and Realities
- FineMark’s newest office in Fort Myers is now open!
- FineMark’s New Building Update
- FineMark’s New Building Construction Updates
- FineMark’s Lee County President, Harlan Parrish, named Bonita Springs Citizen of the Year
- FineMark’s CIO, Christopher Battifarano, quoted in Think Advisor
- FineMark’s Bonita Bay Office Opens
- FineMark’s Affordable Housing Loan Program
- FineMark’s 5 Year Anniversary Party
- FineMark Trust Mobile App
- FineMark bank to redevelop property for new headquarters in Fort Myers
- FineMark to be listed on the OTCQX®
- FineMark Receives 5-Star Rating
- FineMark Reaches Another Financial Milestone
- FineMark Reaches $500 Million in Loans
- FineMark Reaches 1 Billion in Total Assets
- FineMark Reaches 1 Billion in Total Assets
- FineMark National Bank & Trust Projects Receive Prestigious Awards
- FineMark Opens on Royal Palm Way
- FineMark Opens Marbella Office
- FineMark National Bank & Trust welcomes Erin Bunnell as Trust Administrator
- FineMark National Bank & Trust to open at Moorings Park
- FineMark National Bank Exceeds $300 Million in Assets
- FineMark Market Update: Market Volatility Continues
- FineMark joins United Way in Hurricane Irma Cleanup
- FineMark is opening an office in Cypress Cove
- FineMark gift advances entrepreneurship center toward goal
- FineMark Explains Internet Terms
- FineMark Exceeds $700 Million in Loans
- FineMark Exceeds $500 Million in Total Assets
- FineMark Cooks Up Goodwill
- FineMark continues tradition by adopting families for Christmas
- FineMark Celebrates 5 Years at Shell Point
- FineMark Secures Naming Rights for Canterbury School’s Athletic Field
- FineMark building approaches peak construction off College Parkway
- FineMark Bank Opens in Arizona
- FineMark Bank DC Ranch Announces Dining Option On-site
- FineMark at Shell Point Retirement Community
- FINE DINING & BANKING, The Pelican Profile
- Be Financially Prepared for a Natural Disaster
- Fiduciary Rule
- FineMark is recognized as new home for entrepreneurs officially opens at Florida Gulf Coast University
- FBI Alert: FineMark Discusses Mobile & Online Banking Safety
- Letter announces Brokerage Services to Clients and Shareholders
- Estate Planning Essentials
- 3 Estate Planning & Tax Considerations During COVID-19
- How Often Should You Review Your Estate Plan?
- Electronic Wills
- Personal Electronic Statements
- FineMark’s Downtown Naples office featured in Gulfshore Business
- Donating to Charity Directly From Your IRA: Less Money to Uncle Sam While Supporting a Good Cause
- Do I still need an Estate Plan?
- Disaster Relief for Florida Teachers
- Digital Spring Cleaning
- Digital Payment Security Tips
- Digital Inheritance
- David H. Scaff Talks About FineMark’s Jupiter Office
- Cypress Cove Renovations
- Credit Freezes
- Credit Cards vs. Debit Cards: Which Offers Buyers the Most Protection?
- Credit Cards vs. Debit Cards
- Cracking the Code, FL Weekly Feature
- Coronavirus Update: FineMark’s Plan
- Coronavirus Phishing Attacks On The Rise
- FineMark National Bank & Trust Congratulates Harlan C. Parrish on Recent Appointment
- Coconut Point office becomes Blue Zones Project Approved
- Client Point Electronic Statements
- Cindy Cedeno as Banking Manager in Bonita Springs/Estero
- FineMark National Bank & Trust Sees Increasing Demand for Independent Wealth Management Services
- Charleston Grand Opening
- Charitable Tax Deductions through IRA Distributions
- Are Charitable Pledges Enforceable Against an Estate?
- Feature Story: How to invest in gold, according to experts
- Carolina Llano inducted into the Pepperdine Athletics 2018 Hall of Fame
- CARES Act and Your Retirement Plan
- Business Online Access
- Business Observer Featured FineMark’s New Fort Myers Office
- Business Electronic Statements
- View Statements on Business App
- Billion Dollar Bash
- Big Brothers Big Sisters Program
- Beyond The Game: How Athletes Invest
- Beware of Phone Scams
- Beware Of Pandemic Scams Targeted Towards Seniors
- FineMark’s Vi at Bentley Village office moved
- Benefits of Florida Domicile
- Be Prepared for a Hurricane
- Common Financial Scams and How to Avoid Them
- Introducing Autobooks for Business Online Banking
- Authorized Signer vs. Joint Owner
- ATM Skimming and Safety Tips
- Arizona Office Donates to Local Golf Team
- Annual Report 2014
- Annual Report 2013
- Annual Report 2012
- Annual Market Review of 2012
- FineMark National Bank & Trust Welcomes Andy Sheppard and Joe Cleveland as Private Wealth Advisors
- Android Fingerprint ID Now Available for FineMark’s Mobile Banking App
- An Ounce of Prevention
- Alphabet Soup is Not Just for Lunch
- Affordable Housing Program
- Adria D. Starkey Talks About FineMark’s Downtown Naples Office
- Adria D. Starkey named 2018 Junior Achievement of SWFL, Inc. Business Hall of Fame Laureate
- $800 Million in Total Assets
- 401k and Saving For Retirement
- Third Quarter Review and Commentary
- 2023 Q1 Shareholder’s Earnings Release
- 2023 First Quarter Review & Commentary
- 2022 Year-end Review and 2023 Outlook
- 2022 Q4 Shareholder’s Earnings Release
- 2022 Fourth Quarter Review & Commentary
- 2022 Q3 Shareholder’s Earnings Release
- 2022 Third Quarter Review & Commentary
- 2022 Second Quarter Review & Commentary
- 2022 Q2 Shareholder’s Earnings Release
- 2022 First Quarter Review & Commentary
- 2022 Q1 Shareholder’s Earnings Release
- 2021 Q4 Shareholder’s Letter
- 2021 Q4 Review & 2022 Outlook
- 2021 Fourth Quarter Review & Commentary
- 2021 Q3 Shareholder’s Letter
- 2021 Third Quarter Review & Commentary
- 2021 Q2 Shareholder’s Letter
- 2021 Second Quarter Review & Commentary
- 2021 Q1 Shareholder’s Letter
- 2021 First Quarter Review & Commentary
- Yadira Vintimilla, Champions For Learning, 2021 Mentor of The Year
- 2021 Bonita Bay Tennis Tournament
- 2021 Annual Report
- 2020 Third Quarter Review & Commentary
- 2020 Second Quarter Review & Commentary
- 2020 Q4 Shareholder’s Letter
- 2020 Fourth Quarter Review & Commentary
- 2020 Q3 Shareholder’s Letter
- 2020 Q2 Shareholder’s Letter
- 2020 Q1 Shareholder’s Letter
- 2020 First Quarter Review & Commentary
- 2020 Annual Report
- 2019 Third Quarter Review and Commentary
- 2019 Second Quarter Review and Commentary
- 2019 Q4 Shareholder’s Letter
- 2019 Q3 Shareholder’s Letter
- 2019 Power Players Professional Advisor Awards
- 2019 Fourth Quarter Review and Commentary
- 2019 First Quarter Review and Commentary
- 2019 Annual Report
- 2018 Social Security and IRS Updates
- 2018 Third Quarter Review and Commentary
- 2018 Q2 Shareholder’s Letter
- 2018 Second Quarter Review and Commentary
- 2018 Q1 Shareholder’s Letter
- 2018 First Quarter Review and Commentary
- 2018 Fourth Quarter Review and Commentary
- 2017 Second Quarter Review and Commentary
- 2017 Fourth Quarter Review and Commentary
- 2017 Third Quarter Review and Commentary
- 2017 Q2 Shareholder’s Letter
- 2017 Q1 Shareholder’s Letter
- 2017 First Quarter Review and Commentary
- 2017 Audited Consolidated Financial Statements
- 2017 Annual Report
- 2016 Q4 Shareholder’s Letter
- 2016 Q3 Shareholder’s Letter
- 2016 Q2 Shareholder’s Letter
- 2016 Q1 Shareholder’s Letter
- 2015 Q4 Shareholder’s Letter
- 2015 Q3 Shareholder’s Letter
- 2015 Q2 Shareholder’s Letter
- 2015 Q1 Shareholder’s Letters
- 2014 Q4 Shareholder’s Letter
- 2014 Q3 Shareholder’s Letter
- 2014 Q2 Shareholder’s Letter
- 2014 Q1 Shareholder’s Letter
- 2013 Q4 Shareholder’s Letter
- 2013 Q2 Shareholder’s Letter
- 2013 Annual Market Review
Pages
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- FineMark Sports Management – Scottsdale – DC Ranch, AZ
- FineMark Sports Management – Palm Beach, FL
- FineMark Sports Management – Bonita Springs – Bonita Bay, FL
- FineMark Sports Management – Jupiter FL
- FineMark Sports Management – Scottsdale Gainey Ranch
- FineMark Sports Management – Charleston SC
- Financial Planning Services – Scottsdale – DC Ranch, AZ
- Trust & Estate Services – Scottsdale – DC Ranch, AZ
- Investments – Scottsdale – DC Ranch, AZ
- Banking & Lending Services – Scottsdale – DC Ranch, AZ
- Financial Planning Services – Palm Beach, FL
- Trust & Estate Services – Palm Beach, FL
- Investments – Palm Beach, FL
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- Financial Planning Services – Bonita Springs – Bonita Bay, FL
- Trust & Estate Services – Bonita Springs – Bonita Bay, FL
- Investments – Bonita Springs – Bonita Bay, FL
- Banking & Lending Services – Bonita Springs – Bonita Bay, FL
- Financial Planning Services – Jupiter FL
- Financial Planning Services – Scottsdale Gainey Ranch
- Financial Planning Services – Charleston SC
- Trust & Estate Services – Jupiter FL
- Trust & Estate Services – Scottsdale Gainey Ranch
- Trust & Estate Services – Charleston SC
- Investments – Jupiter FL
- Investments – Scottsdale Gainey Ranch
- Investments – Charleston SC
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- Banking & Lending Services – Scottsdale Gainey Ranch
- Banking & Lending Services – Charleston SC
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- Accessibility Statement
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Team
- Tina Montgomery
- Timothy Vickers
- Sean C. Nicol
- Sean C. Nicol
- Sarah Lewis
- Sandra Eppel
- Paul D. Blatz, CFA
- Norman J. Gordon
- Maritza Newman
- Lindsey A. Jackson, J.D.
- Kevin Siner
- Kevin J. Flaaen
- Kevin M. Siner
- Geoffrey A. Hall, CFA
- Douglas Parkey
- Dean Borland, CPA, CTFA
- David A. Highmark
- David J. Dunlevy
- David H. Scaff
- Daniel Diaz
- Christopher R. Highmark, CFA
- Christopher R. Highmark, CFA
- Bryce Huntt
- Brian M. Knapp
- Bojana Rule
- Andres Salcedo
Locations
- Scottsdale – Gainey Ranch, AZ
- Scottsdale – DC Ranch, AZ
- FineMark Bank | Palm Beach, FL
- Naples – Vi at Bentley Village
- Naples – Pelican Bay, FL
- Naples – Moorings Park
- Naples – Downtown, FL
- Jupiter, FL
- Fort Myers, FL – Shell Point
- Fort Myers, FL
- Fort Myers, FL – Cypress Cove
- FineMark Bank | Estero, FL – Coconut Point
- Charleston, SC
- Bonita Springs – Bonita Bay, FL
Testimonials
- Rob & Jen Whyte
- Vicki & James Orr, MD, FACOG, FACS
- Valerie Dyke, MD
- Terry Jerulle
- Sally & Hale Irwin
- Rick Ausick
- Rebecca & Anthony Salcito
- Matt Knauf
- Mary & Norman Love
- Marge & David Lee
- Lance Allen (Pres.) & Matt Fancher (VP)
- Kathy & Sam Galloway, Jr.
- Justin Sands & Bethanie Mattek-Sands
- Georganne & Cliff Williams
- Daphne Taylor and Taylor Curry
- Mark & Karen Danni
- Bronson Arroyo
- Bill Earls
- Anna Nordqvist
- Ingrid & Fabrizio Aielli
