Watch a video walkthrough of our new Naples office to see the exciting progress. The new office, scheduled to open in the coming weeks, will be closer and more convenient to those who live and work in downtown Naples. Want to learn more about our downtown Naples office? Learn more here.
2022 First Quarter Review & Commentary
With the Russian invasion of Ukraine impacting inflation, interfering with global food supplies, and wreaking havoc within the oil and fertilizer industries, continued market volatility seems imminent. But that doesn’t mean your portfolio will also be unstable. Executive Vice President & Chief Investment Officer Chris Battifarano offers FineMark’s perspective on today’s market realities and shares why diversification may be the key to a resilient portfolio.
Benefits of Florida Domicile
Do you divide your time between Florida and another state? If so, it may be time to consider declaring Florida as your domicile (your “true, fixed permanent home”). Consider these benefits: Florida has no state income or inheritance/estate tax, has a real estate tax exemption of $50,000 annually, and offers Homestead Protection (some restrictions apply).
The Russian Invasion And Its Possible Impact on Your Investment Portfolio
The devastating war in Ukraine has introduced new uncertainty to a stock market that’s already had a shaky start in 2022. FineMark’s Chief Investment Officer Chris Battifarano, shares insight on the potential impact to the markets and your investment portfolio.
New Reporting guidelines for Third-Party Payment Apps won’t impact Zelle® users
In January of this year, a new tax reporting requirement was announced that will impact 2022 tax returns filed in 2023, regarding third-party payment networks. However, if you use Zelle® for sending money, the rule may not apply.
David H. Scaff Talks About FineMark’s Jupiter Office
You may have heard the news, FineMark is opening its newest location in Jupiter, just north of our Palm Beach office. To learn more about what’s to come, watch a video from Market President, David Scaff.
2021 Q4 Shareholder’s Letter
On behalf of everyone at FineMark Holdings, Inc.—the Board of Directors, the executive management team, and our dedicated associates—I am pleased to report on our performance for the fourth quarter as well as for the full year 2021.
Adria D. Starkey Talks About FineMark’s Downtown Naples Office
FineMark is heading to Downtown Naples, Florida in the New Year. The office is under construction on 8th Street South, just blocks from the historic 5th Avenue South. Learn more about the new location from Market President, Adria Starkey. Interested in our Downtown Naples office? Learn more here and sign up for our mailing list …
FineMark’s Downtown Naples office featured in Gulfshore Business
FineMark Bank is heading to Downtown Naples and we couldn’t be more excited by the news!
2021 Q3 Shareholder’s Letter
DEAR VALUED SHAREHOLDERS: On behalf of FineMark Holdings, Inc.—the Board of Directors, the executive management team, and all our dedicated associates—I am pleased to report on the company’s performance for the third quarter of 2021. FineMark Holdings, Inc. (the “Holding Company”) (OTCQX: FNBT), the parent company of FineMark National Bank & Trust (the “Bank”) (collectively, …
Authorized Signer vs. Joint Owner
If you are thinking about adding someone to your bank account, it’s important you know what authority you may be giving them. FineMark’s Tiffany Williams talks about the biggest differences between an authorized signer and a joint owner.
FineMark National Bank & Trust Names
Tiffany A. Williams as Fort Myers President
Joseph R. Catti, Chairman and CEO of FineMark National Bank & Trust is pleased to announce Tiffany A. Williams has been promoted to Fort Myers President. Williams has been with FineMark since 2010 and has more than 15 years of experience in the financial services industry. Most recently, she served as Executive Vice President and …
