Cypress Bank & Trust
June L. Lundy has over 39 years of work experience in the banking and investment industry. Most recently, they served as the Senior Vice President & Senior Portfolio Manager at Cypress Bank & Trust since August 2021. Previously, June worked at Wells Fargo Private Bank for 12 years as an Investment Strategist from January 2009 to August 2021. Prior to that, they held the position of Vice President & Investment Manager at Wachovia Wealth Management, Inc. from September 2001 to December 2008. June began their career at First Union National Bank in March 1989, where they served as Vice President & Portfolio Manager for over 12 years. June L. started their professional journey at Florida National Bank in March 1982, where they held the role of Partner & Vice President for 7 years.
June L. Lundy has a Bachelor's degree in Business from the University of Florida. June L. has also attended the Florida Trust School at the University of Florida, where they studied Trust.
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Cypress Bank & Trust
Cypress Bank & Trust is an independent Florida-chartered full-service bank, trust and investment management company regulated by the Florida Office of Financial Regulation. It operates offices in Palm Beach, Naples, Vero Beach, Winter Haven, Jacksonville and Winter Park with additional representation in Sarasota and The Villages. The company has been managing wealth and preserving legacies since its founding in Palm Beach in 1996. It focuses exclusively on providing full-service banking solutions to individuals and businesses, customized investment strategies, serving as a corporate trustee, personal representative or agent during estate settlement, and as an administrative trustee for clients already committed to an outside investment plan. A strict code of ethics is conveyed through all of its interactions with clients, associates, and the communities it serves. Trust and Portfolio Management services offered by Cypress Bank & Trust are not insured by the FDIC; are not deposits, are not guaranteed; and are subject to investment risks, including possible loss of the principal invested.