FineMark National Bank & Trust

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- - About Us
    - - About FineMark
      - Vision, Mission & Values
        Our Vision, Mission & Values
        Our vision, mission and values were created to provide direction for our associates to follow. Designed to reflect the ideals naturally possessed by people who are civic-minded and care deeply about doing what is right, these principles emphasize acting with commitment, compassion, and service in everything we do.
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      - Our Commitments
        Our Commitments
        Our vision, mission and values were built on one clear aspiration: to create a company with like-minded individuals—people who share an entrepreneurial spirit and care deeply about doing what is right—that would grow and prosper while remaining agile and dynamic.
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      - Why FineMark?
        Why FineMark?
        Exceptional client service is our hallmark. Our advisors are always available to help coordinate the financial aspects of your life in one place, with one team.
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      - Leadership
        Leadership
        At FineMark, our vision, mission and values drive everything we do. These principles define our culture and are upheld and exemplified by our executive leadership team and board members every day.
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      - Client Testimonials
        Meet a few of our clients
        Learn More Here
      - Meet Our Associates
  - Our Services
    - - Wealth Management
        Wealth Management
        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—a practice that sets us apart.
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      - Personal Banking
        Personal Banking
        FineMark provides personalized banking services, tailored to your goals, with convenient checking and deposit options.
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      - Business Banking
        Business Banking
        We’ve designed our business banking services to help you take care of your commercial banking needs quickly and efficiently.
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      - Lending
        Lending
        Our customized wealth management encompasses personal and business lending solutions tailored to your needs, from personal loans to complex business financing.
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      - Investments
        Investments
        At FineMark, we understand that each of our clients is unique and no single investment strategy will work for every investor. That’s why we spend time getting to know you and discovering your goals, values, and charitable preferences.
        FineMark Internally Managed Strategies Investment Services
      - Trust & Estate
        Trust & Estate
        Under the best circumstances, the idea of estate planning can be uncomfortable, stressful and worrisome. That’s why we believe in partnering with our clients as soon as they’re ready—often early in their careers—to help ensure a plan is in place long before it’s needed.
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      - Financial Planning
        Planning
        We believe that a strong financial plan provides a solid foundation for our clients to build their financial lives upon.
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      - Sports Management
        FineMark Sports Management
        FineMark Sports Management provides highly personalized business management services to nearly 200 professional athletes.
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  - Our Commitments
  - Resources & News
    - - News
        News
        From press releases, quarterly reports, and leader commentary to blogs and recipes from the chef at our headquarters’ kitchen, everything you need to know about FineMark can be found right here.
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      - Our Experts Perspectives
        Perspective
        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.
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      - Resource Videos
        Resource Videos
        In our video resource library, you will find detailed instructions on how to access and navigate your online accounts, and customize your banking platform to best suit your needs.
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      - Recipes
        Recipes
        Check out FineMark’s Chefs latest recipes
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      - Fraud Prevention
      - Kids & Finance
        Kids & Finance
        We believe in starting kids early with financial education to help establish healthy money habits later in life. Our resources for parents with kids in elementary through high school focus on fundamental financial principles through interactive methods.
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      - FineMark Radio
        FineMark Radio
        Money stories, market commentary, business interviews and more from FineMark National Bank & Trust.
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  - Careers
  - Investor Relations
    - - Financial Information
        Quarterly Results
        Quarterly updates on FineMark’s financial performance, including key metrics like net income, AUMA and deposit and loan growth.
        Annual Reports
        Comprehensive overviews of FineMark’s yearly performance, strategy, and financial highlights, including insights from our Chairman & CEO.
        Financial Information
      - Corporate Governance
        Corporate Governance
        Meet the experienced professionals providing oversight, strategic guidance, and leadership to support FineMark’s mission and values.
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      - Shareholder Information
        FNBT-FineMark Holdings, Inc.
        FineMark Holdings, Inc. (OTCQX: FNBT) trades on the OTCQX. View our stock information, including real-time quotes and financial disclosures here.
        Stock Price
        Shareholder Resources
        Access tools and information for managing your FineMark shares including Computershare login instructions, FAQs, and key forms and documents.
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      - Contact Investor Relations
        Contact Investor Relations
        Reach out to FineMark’s Investor Relations team for assistance with shareholder inquiries and company information.
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Josh and Jennifer Evans

Kim & Brian Rist

Jennifer & Joshua Evans

President & Publisher, HOME & DESIGN Magazine
President & CEO, J.R. Evans Engineering, P.A

“FineMark exceeds our expectations with personalized service. The team goes above and beyond to build genuine relationships, making us feel valued and supported personally and with our businesses.”

Photographed on-site at Clive Daniel Home in Naples, Florida.

Back to Testimonials

Client Testimonials

Josh and Jennifer Evans

Jennifer & Joshua Evans

President & Publisher, HOME & DESIGN Magazine
President & CEO, J.R. Evans Engineering, P.A

Kim & Brian Rist

Brian & Kim Rist

Rist Family Foundation

Kena Yoke

Kena Yoke

Vice President/Owner, Island Piling Inc.

Tiffany Lehman

Tiffany Lehman

Founder/Executive Director, Empowerment Farm

Paula Brody

Paula Brody

President & Artist, Naples Art District

Rob & Jen Whyte

Rob & Jen Whyte

Owners, Fort Myers Brewing Company

Mark & Karen Danni

Mark & Karen Danni

Associate Artistic Director & Founding Artistic Director, TheatreZone

Aielli, Ingrid & Fabrizzio

Ingrid & Fabrizio Aielli

Owners, Aielli Group

Bronson Arroyo

Bronson Arroyo

Professional Baseball Player

Rick Ausick

Rick Ausick

President of Famous Footwear

Taylor Made Growers

Daphne Taylor & Taylor Curry

Owners, Taylor Made Growers

Valerie Dyke, MD

Valerie Dyke, MD

Board-certified Colorectal Surgeon, The Colorectal Institute

Bill Earls

Bill Earls

Broker and Director, John R. Wood Realtors

Kathy & Sam Galloway, Jr.

Kathy & Sam Galloway, Jr.

President, Galloway Family of Dealerships

Sally & Hale Irwin

Sally & Hale Irwin

Hall of Fame Golfer

Terry Jerulle

Terry Jerulle

CEO, T. Jerulle Construction

Matt Knauf

Matt Knauf

Founder & CEO, Knauf-Koenig Group

Marge & David Lee

Marge & David Lee

Museum Consultant & Consultant to United Way Organizations

Anna Nordqvist

Anna Nordqvist

Professional Golfer

Vicki & James Orr, MD, FACOG, FACS

Vicki & James Orr, MD, FACOG, FACS

Owner & Designer, Vicki Orr Designs
Gynecologic Oncologist & Medical Director, Regional Cancer Center

Lance

Lance Allen (Pres.) & Matt Fancher (VP)

Everglades Pinestraw, Inc.

Rebecca and Anthony SALCITO

Rebecca & Anthony Salcito

Designer & President of Salcito Custom Homes

JUSTIN-SANDS-AND-BETHANIE-MATTEK-SANDS

Justin Sands & Bethanie Mattek-Sands

Professional Tennis Player

Williams

Georganne & Cliff Williams

Philanthropist & AC/DC Bass Guitarist