Join us for an Investment Discussions
The Fourth Tuesday of Event Month in 2024
9:30 AM – 10:30 AM
JAN 28 – 2024 Review: Reflect on the past year’s performance and set the stage for what’s to come.
FEB 25 – 2025 Market Outlook with FineMark’s CIO: Gain insights into the market from our Chief Investment Officer, Chris Battifarano.
MAR 25 – Investment Roundtable Discussion: Engage in a dynamic conversation with industry professionals on investment strategies.
APR 22 – 1st Quarter Update: Get the latest updates and trends from the first quarter of the year to stay informed.
MAY 27 – Investment Roundtable Discussion: Join us for another thought-provoking discussion on investment opportunities and strategies.
JULY 22 – 2nd Quarter Update: Stay updated on the market’s performance and outlook for the second quarter.
OCT 28 – 3rd Quarter Update: Don’t miss out on the essential updates and key insights from the third quarter of the year.
FineMark National Bank & Trust, Coconut Point Office
Join our team of experienced professionals in the new year as they lead insightful discussions on current market conditions and FineMark’s views on the ever-changing economic landscape internationally and here at home.
RSVP In-Person for our Coconut Point Roundtable
Register for one or multiple sessions for our In-person Roundtable!
Fourth Tuesday of Every Month from 9:30 AM – 10:30 AM
Can’t attend in-person? Join us virtually through Cisco WebEx.
*Indicates a required field
FineMark National Bank & Trust, Coconut Point
Harlan C. Parrish
President, S. Lee County
President, S. Lee County
Harlan C. Parrish is an Executive Vice President and President of the South Lee County market for FineMark National Bank & Trust. Mr. Parrish is a seasoned professional with nearly four decades of banking experience. Prior to joining FineMark, he served as President & CEO for Aliant Bank in Alabama, where he was responsible for 15 offices in seven counties. From 1999-2009, Mr. Parrish was President & CEO of the Southwest Florida Region of Colonial Bank. Mr. Parrish began his banking career at Colonial as the bank’s first Management Trainee. He worked there for more than 26 years.
Our Wealth Management Services
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.
We spend time getting to know you and work with you to define your goals and develop a unique plan to achieve them. By building sincere relationships that go beyond the financial aspects of your life, we gain the knowledge and understanding we need to create a customized financial plan that’s as unique as you are.
Banking & Lending
We take time to get to know you, understand your financial situation, and suggest solutions that meet your unique needs.
Investments
We invest in you by asking questions, learning about your risk tolerance, and listening to your plans for the future.
Planning
We’ll customize your financial plan to help manage your money, maximize your cash flow, and protect your assets now and through retirement.
Trust & Estate Planning
It’s normal for estate planning to feel uncomfortable. We’ll proactively partner with you to establish a plan long before it’s needed.
Sports Management
We partner with pro athletes, coaches, and executives to help preserve their capital and maintain the lifestyle they’ve worked so hard to achieve.
