Banking & Financial Advice

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 Corporation, overseeing its Middle Market Banking Team for the Pennsylvania and New Jersey region. He also held leadership positions in Truist’s Alabama and Virginia regions.

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 the impact of inflation first hand, and most of us have either been laid off or know someone who has. Rising costs and layoffs have

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, Ocala, Daytona, Lakeland and Melbourne areas. Daigle joined TD Bank in 2015 as the Regional Vice President of the Tampa Bay Region where he focused

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 and throughout the Central Florida market. “Mike’s extensive knowledge of market dynamics in Tampa, as well as Orlando and Jacksonville, combined with his proven expertise

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 known as the Payment Card Interchange Fee Settlement. The deadline to file a claim is May 31. The settlement resolves an antitrust case brought by

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 the 18th annual Housing for Everyone grant program. In Florida, TD granted $1,100,000, with $350,000 of that going to Tampa Bay area charities including Community

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 stands out still today is that I thought I knew so much more than I really did. Part of this was just the normal process

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 States was 65 or older.  The aging population grew from 2010 to 2020 at the fastest rate in over 100 years, nearly five times faster

Rita Lowman, a veteran banker in the Tampa Bay region, recently visited Washington D.C., to meet with lawmakers about current legislation being debated, in congress. Lowman, former president of Pilot Bank, is a banking veteran with 45 years of experience. Her career highlights include managing 23 acquisitions, including the NationsBank-Barnett merger, in 1997. She currently

You probably remember hearing all about the Titanic in great detail during history class. You might remember how this ship was described as the epitome of luxury and had been deemed unsinkable by its creators. You know the latter very clearly turned out not to be the case. But even as the massive ship was

Despite most TV pundits loudly proclaiming over the last few years that the US economy is strong, inflation is just transitory, and capital is plentiful, they’ve finally started to admit what the average American already knew years ago—our economy is in a disastrous position. The fact of the matter is that our economy is not

As an entrepreneur, I understand the critical role that financial literacy plays in our world today, and while I’m trying to do my part to provide the information, resources, and connections to help budding entrepreneurs through my nonprofit organization, Action Zone, I also realize that I’m only a small part of a much larger equation.