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.

Banking

Investment Management

Cypress Bank & Trust

Dana Kilborne

Mariette Brodeur

Jane Goble

Maria Rodammer

Ken Thompson

June L. Lundy

Carolina Otalvaro

Lindsey Concannon

Justin Schalk

Mercedes F. McCall

Joseph Pauldine

John Marino

Brett Bryant

The Finance and Investment Team at Cypress Bank & Trust is responsible for developing and managing customized investment strategies for clients, ensuring effective wealth management and preservation of legacies. The team collaborates closely with clients to provide tailored banking solutions, oversee portfolio management, and execute fiduciary duties as corporate and personal trustees, all while upholding the bank's strict code of ethics. Their expertise fosters strong relationships between the bank and its clientele, driving financial growth and security.

Finance and Investment Team

Leadership Team

Finance and Investment Team

About

Team members

Other teams at Cypress Bank & Trust

Leadership Team