financial services

More than 2,500 new Speedway ATMs will expand the surcharge-free Co-op ATM Network to over 37,000 locations nationwide.

PNC Bank names Tampa Bay a key region in its $2 billion national branch expansion plan.

Wealth Warden Partners is expanding its Tampa headquarters and adding 30 high-wage jobs, reflecting the city’s rise as a growing hub for financial talent and investment.

Clients with complex wealth often turn to large “Wall Street” firms or trust companies, but these organizations can sometimes present challenges. These firms may favor higher-cost investment products and standard solutions, which can lead to increased corporate profits. Additionally, there is a focus on acquiring new clients rather than providing exceptional service to existing ones.

For many Tampa Bay business owners, value extends beyond a full sale to smarter exit and recap strategies.

Todd Buchanan has been named president of World Financial Group Insurance Agency, senior vice president at Transamerica and head of Transamerica Financial Advisors. He will lead WFG’s team of nearly 60,000 independent insurance agents and will oversee TFA’s team of financial advisors, according to a statement. Most recently, Buchanan was the United States chief executive

By Brian Duren, signing director  and Chris Dhanraj, managing principal of investments Since their introduction in the Tax Cuts and Jobs Act of 2017, Qualified Opportunity Zones (OZ) have attracted attention as an important tool to help mitigate income tax liabilities. And, despite the headlines focusing on rising inflation, rising interest rates and possible rising

By Taylor K. Ranker, II, President, Questmont Strategic Wealth Advisors Is it a good time to sell your business, what with increasing interest rates and spiking inflation? Last year was an all-time, record high for business sales and M+A but is 2022 still good? For a successful exit, 3 things should be ready: the mental

► TeBella Tea Co. opened in the Edge District of downtown St. Petersburg at 1445 Central Ave. (Pictured above) ► Stoneweg U.S., a St. Petersburg-based real estate investment firm specializing in multifamily acquisitions and developments, promoted Pamela Williams to director of asset management. ► PostcardMania, a Clearwater-based, business-focused marketing company, named Jackie Payson Wirsing as

► Sweetgreen, a Los Angeles-based fast-casual restaurant, signed a lease, at 1114 Central Ave., in St. Petersburg’s Edge District. ► St. Petersburg Mayor Ken Welch appointed several members to run his team including Stephanie Owens as deputy mayor and chief of policy, Janelle Irwin Taylor as communications director, Tom Greene as interim city administrator and

► St. Pete’s Development Review Commission approved plans for a mixed-use development planned at 4311 34th Street South, in the Skyway Marina District, which includes a multifamily building, a self-storage facility a food bank and a restaurant. (Rendering above) ► Broker Scott Clendening of Commercial Partners Realty represented BridgePoint Church in the sale of an

► Burlington Stores is opening a retail location at the Tri City Plaza at 5280 East Bay Drive, Largo. ► Peter Kennedy, chief operating officer of Northside Hospital and Tampa Bay Heart Institute was installed as the 2021 President of the Pinellas Park Gateway Chamber of Commerce’s Board of Directors. ► Suncoast Hospice, a member