37,000 surcharge-free ATMs will be available nationwide after rollout
More than 2,500 new Speedway ATMs will expand the surcharge-free Co-op ATM Network to over 37,000 locations nationwide.
financial services
PNC targets Tampa Bay in $2B branch expansion
PNC Bank names Tampa Bay a key region in its $2 billion national branch expansion plan.
Tampa-based Wealth Warden Partners to add 30 Jobs in headquarters expansion
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.
Stop overpaying your financial advisor
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. … Read more
For Tampa Bay owners, your business Is the real asset
For many Tampa Bay business owners, value extends beyond a full sale to smarter exit and recap strategies.
Transamerica names Tampa executive president of World Financial Group and head of Transamerica Financial Advisors
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 … Read more
Consider Opportunity Zones as part of a well-crafted tax plan
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 … Read more
“Exit” on your mind!
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 … Read more
One Liners Pinellas: PostcardMania, TeBella Tea Company and more
► 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 … Read more
One Liners Pinellas: HMC Hospitality Group, Raymond James Financial and more
► 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 … Read more