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Wealth Management
A Trusted Advisor. A Sound Strategy.
Since 1926 when we were first chartered as Indian River County Bank, Seacoast National Bank has embraced new technologies, focused on exceptional service and consistently made informed decisions to protect and benefit both our shareholders and our customers.
Seacoast National Bank's Wealth Management team provides an array of services to help our clients bring their financial priorities into focus, offering Private Banking, Trust, Estate Planning, Investments, Insurance and Brokerage services.
Yet, while our senior-level expertise, sophisticated financial services and keen market knowledge strengthen our ability to serve our client's' investment needs, we are also rooted in the personal service ethic which has been the cornerstone to our success at Seacoast National Bank.
We remain a trusted source for customers seeking a rewarding investment relationship.
You are invited to discover the exclusive privileges of Seacoast National Bank's Wealth Management services, where concierge style banking is a time-honored tradition.
Investment Management ServicesPerhaps the most unique aspect of your relationship with Seacoast National Bank is our philosophy: We do what’s right for you. And that includes our Investment Management Services. |
Trust ServicesThe right trust in place ensures that you enjoy all the benefits of your assets today, while making provisions to manage them tomorrow. We offer a full range of trust products and services. |
Private Banking ServicesAt Seacoast National Bank, your Private Bank representative is fully acquainted with our broad range of financial options and coordinates with our professionals to craft an integrated solution to help meet your financial needs and goals. |
Brokerage ServicesWith FNB Brokerage Services, Inc., member FINRA/SIPC, a wholly owned subsidiary of Seacoast National Bank, you have access to experienced Certified Financial Planners and advisors who will help you create a plan to meet your financial needs. |
