Cypress Bank & Trust is an independent Florida-chartered full-service bank, trust and investment management company regulated by the Florida Office of Financial Regulation. It operates offices in Palm Beach, Naples, Vero Beach, Winter Haven, Jacksonville and Winter Park with additional representation in Sarasota and The Villages. The company has been managing wealth and preserving legacies since its founding in Palm Beach in 1996. It focuses exclusively on providing full-service banking solutions to individuals and businesses, customized investment strategies, serving as a corporate trustee, personal representative or agent during estate settlement, and as an administrative trustee for clients already committed to an outside investment plan. A strict code of ethics is conveyed through all of its interactions with clients, associates, and the communities it serves. Trust and Portfolio Management services offered by Cypress Bank & Trust are not insured by the FDIC; are not deposits, are not guaranteed; and are subject to investment risks, including possible loss of the principal invested.
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Earlier this month, Cypress Bank & Trust sponsored the Estate Planning Council’s Annual Social as a beverage sponsor. Team members Ken Thompson and Brittany Turner attended to represent Cypress and network with members. The event was held at The Yard, a gorgeous, one-of-a-kind sports and entertainment venue in Ponte Vedra Beach, Florida, featuring amazing golf, pickleball, and tennis courts.
At Cypress Bank & Trust, we understand that your trust is more than just a legal document—it's a reflection of your values and priorities. That's why we offer a personalized approach to trust administration. You will work directly with a dedicated personal trust officer who will provide individualized attention to detail, ensuring that your trust is executed precisely as intended. From asset management to beneficiary designations, we'll work tirelessly to safeguard your legacy and honor your wishes. Experience the peace of mind that comes with partnering with Cypress!
When you leave charitable donations through trusts, you empower local charities to fulfill their missions and make a lasting impact in the community. Whether it's funding innovative programs, supporting environmental conservation efforts, or providing essential services to underserved populations, your contributions help create positive change and build a better world for generations to come. Get in touch with your local Cypress office to learn how we can help ensure your charitable contributions make a difference!
We’re thrilled to share that Cypress Bank & Trust was a proud sponsor of the recent @UFAN Conference! Ken Thompson, our Senior Vice President and Senior Trust Executive, delivered an insightful presentation on his observations as a corporate trustee. One of the crucial points Ken highlighted was the alarming fact that 70% of people do not have a will, with 43% admitting that they haven’t found the time to set one up. Ken’s presentation emphasized the importance of having the right corporate trustee to ensure your legacy is protected and you have peace of mind for the future. Thank you to everyone who attended and made this event a success!
CLOSED!!! Provided long time client $2.5Million loan for construction of new location. My goal is to provide personalized service and industry expertise, I am committed to being your trusted financial ally every step of the way. #communitybanking #communitybank #smallbusiness
Be on the lookout for a new and delicious addition to Seminole County! The Cypress Bank & Trust commercial team recently closed a new construction loan for a national franchise coffee shop to construct a 2,720 sq ft building with a drive thru. Whether you’re expanding your business to multiple locations or just need an upgrade, our commercial team is here to support you and your goals!
Cypress Bank & Trust was proud to sponsor last month’s Impact the Palm Beach’s celebration for grant recipients. This amazing organization awarded nearly $400,000 in grants to local organizations making a real impact on the community! To learn more about Impact the Palm Beaches and their upcoming events, make sure to visit their website! https://lnkd.in/ejbDfnxu
Be on the lookout for a new and delicious addition to Seminole County! The Cypress Bank & Trust commercial team recently closed a new construction loan for a national franchise coffee shop to construct a 2,720 sq ft building with a drive thru. Whether you’re expanding your business to multiple locations or just need an upgrade, our commercial team is here to support you and your goals!
Your legacy lives on through your estate. Whether it's passing down family heirlooms, supporting causes you're passionate about, or ensuring financial security for future generations, estate planning empowers you to leave a lasting impact. It’s important to have the right partner executing your wishes, so you can be assured your legacy will live on. What do you envision for your legacy? Share your thoughts with us in the comments below!
Happy Mother's Day from Cypress Bank & Trust! To the world, you may be one person, but to your family, you are the world. Today, we honor the extraordinary women who fill our lives with love, joy, and endless wisdom. Whether you're celebrating with hugs and kisses, heartfelt gifts, or cherished memories, we hope your day is as special as you are!
Mary Watkins and Chris Myers of Cypress Bank & Trust were thrilled to support client Julie Shipley at the Good Morning Space Coast Breakfast at Brevard Zoo, where Julie and the Soup Shop were welcomed into the Melbourne Chamber family. Congratulations to Julie and her entire team for their continued success on the Space Coast! If you haven’t tried the Soup Shop, make sure to visit their website to learn more and find the closest location to you! https://thesoupshop.com/