Financial Services

Community Bank to Relocate and Expand its Downtown Tampa Branch

On September 3, 2010, in Financial Services, Manatee County, by Press Release
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Community Bank of Manatee will move their Cleveland and Edison branch approximately 400 feet east to the corner of Cleveland and South Boulevard. BRADENTON, FL:    Community Bank is excited to announce that it is expanding its presence in downtown Tampa by moving its current branch to a new larger location at the intersection of Cleveland [...]

The Tampa Bay Trust Company Announces Opening of Westshore Office

On September 2, 2010, in Financial Services, Hillsborough County, by Press Release
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Firm to Offer Wealth Management, Trust, and Investment Services TAMPA, Fla. (September 2010) – A unique provider of comprehensive trust and investment management services, The Tampa Bay Trust Company today announces the opening of its office located at 5550 W. Executive Drive, Suite 320, Tampa, Florida 33609.   The Tampa Bay Trust Company, a division of [...]

B2B CFO Named In Prestigious INC. 5000 List

On September 1, 2010, in Financial Services, Hillsborough County, by Press Release
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184% Growth Earns B2B CFO Spot in the 2010 List of Fastest Growing Companies in America Phoenix, Ariz. August 2010 — B2B CFO, nation’s largest provider of CFO services to small businesses, has been named to the prestigious Inc. 5000 list of fastest growing companies in America. Now in its 29th year, Inc. Magazine’s annual [...]

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Edward Jones Financial Advisor Sponsors Coffee Talk

On September 1, 2010, in Financial Services, Manatee County, by Press Release
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CJ Bannister, an Edward Jones financial advisor in Manatee County, will be hosting a coffee club every Tuesday morning @ 8:30am located at Bakery di Europa 6753 Manatee Ave Bradenton.  Coffee Talk  is an informal gathering whereby Edward Jones financial advisor CJ Bannister will provide an update on the stock market and the economy in [...]

Fifth Third Private Bank Appoints New Senior Portfolio Manager for Tampa Bay Market

On September 1, 2010, in Financial Services, Hillsborough County, by Press Release
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James (Jim) Desmond, CFA recently joined the Fifth Third Private Bank as the senior portfolio manager for the Tampa Bay market, where he will provide proactive investment management and service for Fifth Third Private Bank clients. He brings with him over 28 years of financial experience, most recently serving as senior vice president, investment advisor [...]

Raul Elizalde to Speak on Exchange-Traded Funds At Fall Meetings of Florida American Association of Individual Investors Chapter Meetings

On August 31, 2010, in Associations & Organizations, Financial Services, Sarasota County, by Press Release
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August 2010 / Sarasota, FL  — Raul Elizalde M.S., MBA, President and Chief Investment Officer of Path Financial LLC, will speak about Exchange-Traded Funds (ETFs) at four Florida meetings of the American Association of Individual Investors (AAII) in September.  At all meetings, Elizalde will provide insights into the role an ETF plays in an investment [...]

Guy Glisson Joins HomeBanc as Mortgage Loan Officer

On August 31, 2010, in Financial Services, Hillsborough County, by Press Release
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TAMPA, Fla. –  Tampa-based HomeBancorp, Inc. has named Guy Glisson as Mortgage Loan Officer for HomeBanc.  He is based in HomeBanc’s Brandon office, located at 659 West Lumsden Road. Mr. Glisson brings to HomeBanc 19 years of mortgage banking experience.  He has a Master’s degree from the University of West Florida and a Bachelor’s degree [...]

PSCU Financial Services’ Total Member Care Contact Centers Deliver Key Services That Boost Member Loyalty

On August 31, 2010, in Financial Services, Pinellas County, by Press Release
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Popular Services Include Member Opt-ins for Regulation E, Lending Applications and New Member Enrollment St. Petersburg, FL, August 2010 – PSCU Financial Services announced that over 270 credit unions now use its Total Member Care™ Contact Centers, to deliver a holistic and comprehensive approach to member support. In addition to handling inquiries on a variety [...]

First Bank’s Sandy Golberg with Grace Dimm, Executive Director of PACE Center for Girls Pasco.

First Bank Answers Bell for At-Risk Girls in Pasco County

On August 27, 2010, in Financial Services, Not For Profit, Philanthropy, Pasco County, by Press Release
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PACE Center For Girls Pasco receives educational essentials from First Bank Just in time for the fall season, First Bank recently donated an array of school supplies to the Pace Center For Girls, Inc. in New Port Richey. First Bank Vice President and Lutz Branch Manager Sandy Golberg dropped off the school supplies to Grace [...]

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Kenneth G. Rase, CFP®, Joins Achieva Credit Union as Vice President, Wealth Management, Achieva Financial Planning and Trust Services

On August 27, 2010, in Financial Services, Pinellas County, by Press Release
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CLEARWATER, FL – August 2010 – Achieva Credit Union is pleased to announce the appointment of Kenneth Rase as Vice President, Wealth Management, Achieva Financial Planning and Trust Services. Rase has been a Financial Advisor for nearly 10 years in the credit union industry, developing and maintaining wealth management plans and investment services.  He holds [...]

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