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We provide our clients with personalized service from wealth management professionals who know you, understand your goals, and work closely with you to achieve your desired objectives.
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trust services
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 Under the leadership of Senior Vice President and Senior Trust Officer, Mary M. Mitchell, our Trust Department is in the unique position of maintaining local relationships over the long run – an essential for truly effective trust service. Built on a philosophy of personal relationships through local administration and accessibility, we believe our clients deserve the highest level of wealth management products, services and expertise available. Mary Mitchell leads a team of officers averaging more than 20 years of experience in all areas of trust services, including intergenerational wealth transfer.
Contact Mary Mitchell at (813) 998-2720 to learn what face-to-face contact and local, personalized service can mean for your personal and business plans. |
full-service trust department
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We can assist with:
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Intergenerational Wealth Transfer |
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Tax Planning |
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Business Succession Planning |
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Money Management |
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Specialized Trust Management |
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Administrative Services |
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trust and agency services
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Revocable and Irrevocable Trusts |
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Trusts Under Will |
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Estate Settlement |
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Guardianship Services |
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Custodial Services |
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Charitable Trusts |
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Life Insurance Trusts |
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Agent for Trustee or Personal Representative |
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Fiduciary or Co-Fiduciary |
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administrative services
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(Reviewed by our internal and governmental auditors)
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Collect and title your assets |
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Make distributions as directed |
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Prepare and pay necessary tax filings |
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Provide regular statements and accounts |
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investment management
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We work with our clients to balance the growth and income objectives of multiple beneficiary classes and work to achieve your financial goals and objectives.
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florida investment advisers
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 At Florida Investment Advisers (FIA), you can delegate the management of your assets with complete confidence. Established in 1996 under the leadership of Fenn Giles, President of Florida Investment Advisers, FIA currently manages over $475 million for trusts, individuals, institutions and foundations. As a subsidiary of The Tampa Banking Company and an affiliate of The Bank of Tampa, FIA is a full-service investment firm offering the full range of financial services under one roof from highly experienced professionals you know and trust.
At FIA, we believe the true value of your accumulated assets lies in the comfort and security they provide. Our officers make every effort to understand your specific goals and allocate your investments across a diversified portfolio according to your personal objectives. The absence of proprietary mutual funds and insurance products further allows for unbiased advice. This objectivity may be the strongest reason of all to rely on us for a broad spectrum of financial programs.
To discuss any of our personal or commercial investment services, call Fenn Giles at (813) 872-1270 or ask your account manager to arrange an appointment.
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investment advisory services
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The construction of each portfolio begins with the asset allocation decision. The asset allocation process begins with a top-down review of your investment goals and the risk/return characteristics of available investment choices. Choosing the right asset allocation mix depends upon your specific return objectives, liquidity needs, tax status, risk tolerance, and time horizon. You’ll receive real-time monitoring of your portfolio, monthly/quarterly statements and annual portfolio reviews. And we are always available to discuss your objectives, questions or concerns as often as you like.
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Core Management Account
Our CMA is an investment advisory account that is tailored to the client. Portfolios are comprised primarily of individual stocks and bonds with a philosophy centered on large cap growth and value equities. |
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Mutual Fund Allocation Account
MFA accounts use eight model portfolios comprised of mutual funds based on your individual risk profile, personal needs and tax situation. Once selected, the model account will automatically be rebalanced and will be under review by your financial adviser to consider replacement of funds sponsors. |
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Separately Managed Account
An SMA account is globally managed by FIA using external advisers to meet specific investment mandates, such as international or small capitalization companies. Our investment officers utilize over 15 nationally recognized money managers to tailor a customized portfolio to meet your individual needs. Your FIA investment officer monitors the performance of the eternal managers and provides you with consolidated reporting and trading activity. This account is ideal for those who require specialized investments while retaining the advantages of a local investment officer. |
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Trust Services
When circumstances require specialized expertise in the legal complexities of fiduciary responsibility and estate tax planning, we work in partnership with The Bank of Tampa’s Trust Department. |
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full service brokerage
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We also offer a full range of stock brokerage services, including Internet brokerage services for those preferring to trade online without investment advice. We also offer mutual funds, U.S. Treasury secur-ities, municipal bonds, money market funds, unit investment trusts, preferred stocks and corporate bonds.
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insurance services
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These include key man insurance, variable universal life, long term care, term life and whole life insurances.
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retirement plan services
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We offer traditional and rollover IRAs, Roth IRAs, simple retirement plans, SEP retirement plans, 401(k) plans, and pension and profit sharing plans.
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cash management services
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Includes investment of excess funds, money desk and sweep account.
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Securities offered by Florida Investment Advisers at The Bank of Tampa are not insured by the FDIC or any other government agency. They are not deposits or other obligations of, or guaranteed by, Florida Investment Advisers or The Bank of Tampa and are subject to investment risk, including possible loss of principal amount invested. Florida Investment Advisers and The Bank of Tampa are subsidiaries of The Tampa Banking Company. Banking products are provided by The Bank of Tampa, member FDIC.
SIPC coverage is not the same as the federal deposit insurance provided by the FDIC. It does not protect investors against a decline in the market value of securities. SIPC generally protects customers against the physical loss of securities of the broker/dealer holding the securities for the customer fails. SIPC protects cash and securities held in a brokerage account up to $500,000 with a $100,000 limit on cash. Information is available from your registered representative regarding additional protection outside of SIPC.
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