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Regions Private Wealth Management

100 North Tampa Street, Suite 3400
Tampa, FL 33602

Alex Gonzalez

(813) 226-1118

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Caldwell Trust Company

1400 Center Road
Venice, FL 34292

Kelly Caldwell Jr.

(941) 493-3600

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BCI - Miami

1450 Brickell Ave
Miami, FL 33131

Juan Martinez-Lejarza

(305) 224-1111

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Legacy Trust Company

4200 Marsh Landing Blvd., Suite 100
Jacksonville Beach, FL 32250

Kristin McLauchlan

(904) 280-9100

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Sanibel Captiva Trust Company

2450 Periwinkle Way
Sanibel, FL 33957

Lori Mobley

(239) 472-8300

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Adelphi Trust Company

100 2nd Avenue South, Suite 1204-S
St. Petersburg, FL 33701

Katie Pemble

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HighMark Trust, LLC (In Organization)

222 Lakeview Ave, 8th Floor
West Palm Beach, FL 33401

Kevin Coleman

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Bessemer Trust Company

222 Royal Palm Way
Palm Beach, FL 33480

Burns A Dobbins IV, JD, LL.M.

(561) 655-4030

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Truxton Trust

20 Burton Hills Blvd., Suite 200
Nashville, TN 37215

Derrick Jones

(615) 515-1705

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Truist Wealth Management

200 West Forsyth Street
Jacksonville, FL 32202

Hugh Doerr CFP, CTFA

(850) 297-2604

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Trivergent Trust Company

1201 South Orlando Avenue, Suite 370
Winter Park, FL 32789

Jennifer Bostedo CTFA, CFIRS

(407) 949-5800

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First Horizon Bank

180 Royal Palm Way
Palm Beach, FL 33480

Thomas Long

(561) 514-4900

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Raymond James Trust

PO Box 14407
St. Petersburg, FL 33733

Joseph G Weaver CFP

(727) 567-2300

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Wells Fargo Private Bank

FL0115 PO Box 2080
Jacksonville, FL 32231

Candace Marshall

(904) 489-3518

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Cypress Bank & Trust

251 Royal Palm Way, Suite 500
Palm Beach, FL 33480

Dana Kilborne

(561) 659-5889

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Inlet Private Wealth

116 Intracoastal Pointe Dr
Jupiter, FL 33477

Victoria W Peaper

(561) 781-0400

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Busey Wealth Management

5246 Red Cedar Dr
Fort Myers, FL 33907

Charles K Idelson

(239) 267-6655

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Banco Santander International

1401 Brickell Avenue
Miami, FL 33131

Eloina Franco-Espinosa

(305) 539-5944

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Capital City Wealth

PO Box 1549
Tallahassee, FL 32302

William L Moor Jr.

850-671-0315

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United Southern Bank

PO Box 1925
Eustis, FL 32727

Andre Nacaxe MBA - CTFA

(352) 589-2121

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Citizens Bank & Trust

PO Box 3400
Lake Wales, FL 33859

William G Middleton CFA

(863) 676-7631

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Argent Trust Company

1100 Abernathy Road, Suite 480
Atlanta, GA 30328

Anthony A Guthrie

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The First National Bank of Mount Dora

PO Box 1406
Mount Dora, FL 32756

John D Pease IV

(352) 385-2020

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The Bank of Tampa Trust Department

PO Box 1
Tampa, FL 33601

Todd W. Cordell, J.D.

(813) 872-1200

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AGED

1024 Florida Central Pkwy
Longwood, FL 32750

Sharon G Reich

407-682-4111

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Crews Bank & Trust

1100 Tamiami Trail
Port Charlotte, FL 33953

Lory R Weisensee

(941) 624-1915

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JPMorgan Chase Bank, N.A.

205 Royal Palm Way
Palm Beach, FL 33480

Carlos A Batlle

(561) 838-4600

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FineMark National Bank & Trust

8695 College Pkwy, Suite 100
Fort Myers, FL 33919 4810

Jeffrey B Moes

(239) 461-5900

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BMO Private Bank

777 S. Flagler Drive, Suite 140
West Palm Beach, FL 33401

Amy L Hale

(239) 597-2933

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Blue Trust, Inc.

6867 Mountainbrook Dr
Columbus, GA 31904

Mr. Chris Carlson

706-593-4551

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Chilton Trust Company

396 Royal Palm Way
Palm Beach, FL 33480

Gina Nelson

(561) 598-6330

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Coral Gables Trust Company

255 Alhambra Circle, Suite 333
Coral Gables, FL 33134

Donald A Kress

(305) 443-2544

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Seacoast Bank

PO Box 9012
Stuart, FL 34995

Todd Feintuch

(561) 287-4000

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Bank of America Private Bank

MC/EL-004410
Jacksonville, FL 32202

Jennifer S Williams

(904) 791-5808

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Wilmington Trust, N.A.

800 SE Monterey Commons Blvd.
Stuart, FL 34996

Mr. Ted Brown

(561) 286-3686

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