Banking & Financial Advice

Truist Financial Corp. (NYSE: TFC) has appointed Val Perez as the market president for Southwest Florida to oversee commercial banking for Truist. Perez enters the role with more than 35 years of banking

The Tampa Bay Rays came to a multi-year partnership agreement with Amerant Bank to make it the official bank of the team. The partnership includes the presence of the Amerant

TD Bank has added Anthony Carter, a former chief diversity officer for Johnson & Johnson, to its Community Advisory Board. “I’m honored, and excited, to serve as a member of

By Taylor Ranker, II, chief executive officer of Questmont Virtual Family Office As a successful business owner you do, in fact, have a target on your back. As your wealth

Seacoast Bank, a subsidiary of Seacoast Banking Corp. of Florida, has appointed Nate Wood as market president for Tampa. Wood most recently served as senior vice president at Truist Financial

While numerous economic indicators continue to plunge, lenders have been tightening underwriting guidelines to reduce their risk exposure.  This shouldn’t surprise anyone considering the fact that we all can see

TD Bank had recently announced that Scott Daigle has been named its North Florida Commercial Market President. TD Bank’s North Florida region includes the greater Orlando, Tampa/St. Petersburg, Jacksonville, Gainesville,

Amerant Bank has hired industry veteran Mike Nursey to lead operations in Central Florida. As Central Florida Market President, Nursey will oversee Amerant’s ongoing expansion in Hillsborough and Pinellas counties

Merchants who accepted Visa or Mastercard at any time between January 1, 2004, to January 25, 2019, may be eligible for a share of a $5.6 billion class action settlement

TD Charitable Foundation, the charitable giving arm of TD Bank, awarded a total of $7 million to 37 nonprofits, across the bank’s Maine to Florida footprint, and in Michigan, through

I vividly remember being a teenager, and some of the things I believed back then, frankly, many more years ago than I like to admit.  One of the things that

The demographic landscape is undergoing a seismic shift as baby boomers reach retirement age—often called the “Silver Tsunami.” As of the 2020 census, one in six people in the United