In response to strong growth, firm recruits local team to serve clients in Palm Beach County PALM BEACH, FL (August 27, 2018) – David H. Scaff, President of FineMark National Bank & Trust, Palm Beach, is pleased to announce a team of veteran wealth advisors, Paul Blatz, Dean Borland and Kim Bagatell has joined FineMark. …
FINE DINING & BANKING, The Pelican Profile
View the original article in the The Pelican Profile here. August 2018 FINE DINING & BANKING FINEMARK NATIONAL BANK & TRUST | NAPLES THE PELICAN PROFILE Fine dining and banking are two words we do not often hear simultaneously – with modern day banking vastly done online and via phone, regular interactions between client and …
2018 Q2 Shareholder’s Letter
Read FineMark’s 2nd Quarter Shareholder’s Letter from the President, Joseph R. Catti. Dear Valued Shareholder and Associate, On behalf of the Board of Directors, the executive management team and all of the dedicated associates of FineMark National Bank & Trust, I am pleased to report on the bank’s performance for the second quarter ending June …
Coconut Point office becomes Blue Zones Project Approved
FOR IMMEDIATE RELEASE Kate Walter, MA, APR Engagement Lead Blue Zones Project – Southwest Florida FineMark National Bank & Trust in Estero becomes Blue Zones Project Approved™ Worksite NAPLES, Fla. (July 17, 2018) – FineMark National Bank & Trust in Estero is now a Blue Zones Project Approved™ worksite. A recognition ceremony and ribbon cutting …
Cypress Cove Renovations
Renovations are underway at FineMark’s Cypress Cove office. The first phase commenced at the end of May and involves the installation of new wooden floors and wall paper. The entire project is expected to be complete by end of July. Our ability to serve clients will not be disrupted during construction.
Adria D. Starkey named 2018 Junior Achievement of SWFL, Inc. Business Hall of Fame Laureate
Junior Achievement of Southwest Florida names Jeff Fridkin, Adria Starkey to 2018 Business Hall of Fame, Collier County FORT MYERS, Fla. (July 19, 2018) – Junior Achievement of Southwest Florida is pleased to announce that Jeff Fridkin, founding member of Grant Fridkin Pearson, P.A., and Adria Starkey, Collier County president for FineMark National Bank & …
‘Tis Better to Give Than Receive – But Is It Still Tax Deductible?
The Tax Cuts and Jobs Act (TCJA) of 2017 eliminated (or limited) many items that previously could be claimed as itemized deductions. However, it did not eliminate the ability to claim charitable contributions as an itemized deduction. Importantly though, the TCJA did raise the standard deduction to $24,000 for married couples and $12,000 for single …
2018 Second Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust July 2018 | Volume 3 | Issue 3 Now that we’ve reached the mid-point of the year, it’s a good time to look back at the economic forecasts we made at the beginning of the year and revisit how we expect …
FineMark National Bank & Trust Congratulates Harlan C. Parrish on Recent Appointment
FORT MYERS, FL (JUNE 6, 2018) – Harlan C. Parrish, President of FineMark National Bank & Trust, Lee County, has been selected to serve on the Government Relations Council (GRC) for the Florida Bankers Association (FBA). The GRC, which is comprised of 60 bankers from around the state, tackles the issues facing the banking industry …
FineMark National Bank & Trust Welcomes Heather Thomas as Senior Vice President & Senior Lending Officer
Naples, FL (June 04, 2018) – Adria D. Starkey, President of FineMark National Bank & Trust, Collier County, is pleased to announce the appointment of Heather Thomas as Senior Lending Officer in Collier County. Thomas has 30 years of banking experience with the last 19 years in Southwest Florida. Most recently, she was a Vice …
2017 Annual Report
Flip through the pages of our 2017 Annual Report.
2018 Q1 Shareholder’s Letter
Read FineMark’s 1st Quarter Shareholder’s Letter from the President, Joseph R. Catti. Dear Shareholder, On behalf of the Board of Directors, the executive management team and all of the dedicated associates of FineMark National Bank & Trust, I am pleased to report on the bank’s performance for the first quarter ending March 31, 2018. FIRST …
