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FineMark National Bank & Trust

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        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 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?
        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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        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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        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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        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.
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        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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        We believe that a strong financial plan provides a solid foundation for our clients to build their financial lives upon.
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        FineMark Sports Management
        FineMark Sports Management provides highly personalized business management services to nearly 200 professional athletes.
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        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 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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        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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Financial Insights & 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.

2024 Q4 Shareholder’s Earnings Release

Posted January 14, by Joseph R. Catti

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 of 2024.

Learn More Here

Mobile text alert on iPhone 11 in the hands of a man beside the notepad

Benefits of Personal Online Banking Accounts

Posted January 14, by Christi Lunsford

user privacy security and encryption computer

Staying Safe Online and Shielding Your Accounts

Posted January 13, by FineMark Bank

2024 end year to Happy New Year 2025 with Coins stack. Money, Budget, tax, investment, financial, savings and New Year Resolution concepts

2024 Fourth Quarter Review & Commentary

Posted January 9, by Christopher T. Battifarano

Bitcoin

How Do I Leave my Bitcoin or Other Cryptocurrencies to my Heirs?

Posted January 9, by Read Sawczyn

American flag waving in the wind in front of United States Court House in New York

FinCEN Beneficial Ownership Registry Deadline Paused Again

Posted December 30, by FineMark Bank

Happy old elderly senior grandparents family couple clients signs financial insurance, pension, startup, dealing handshake agent lawyer, agreement with customers on investment contract, bank manager

Planning For Your Financial Future

Posted December 5, by Kenneth Thomas, CFA, CFP®

Woman Working Laptop Airport Terminal

Holiday Travel Preparedness: Cyber Safety Tips for a Secure Vacation

Posted December 5, by FineMark Bank

Worried Senior Woman on phone

Voice Cloning Scams: Unmasking the Threat to Security and Trust

Posted November 8, by FineMark Bank