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

Ryan Johns

Jane Goble

Maria Rodammer

Ken Thompson

June L. Lundy

Carolina Otalvaro

Lindsey Concannon

Justin Schalk

Mercedes F. McCall

John Marino

Brett Bryant

The Leadership Team at Cypress Bank & Trust is responsible for setting the strategic direction and overseeing the overall operations of the bank. This diverse group of executives collaborates to ensure compliance with regulatory standards, drive financial performance, enhance customer relationships, and implement innovative banking solutions. With a focus on ethical practices and community engagement, the Leadership Team guides the bank in fulfilling its commitment to wealth management and legacy preservation for its clients.

Leadership Team

Finance and Investment Team

Leadership Team

About

Team members

Other teams at Cypress Bank & Trust

Finance and Investment Team