FineMark National Bank & Trust
Joseph Cleveland is an accomplished finance professional with extensive experience in trust administration, estate settlement, and financial planning. Currently serving as Senior Vice President and Private Wealth Advisor-Trust at FineMark National Bank & Trust since 2018, Joseph previously held key positions at Synovus Trust Company as Vice President and Senior Trust Relationship Manager, SunTrust Bank as First Vice President and Region Trust Advisor, and various roles at Investors Security Trust Company, KeyBank, Bank One, NationsBank, The Beach Bank of Vero Beach, and First Alabama Bank. Joseph holds a Bachelor's degree in Finance and Economics from the University of North Alabama, earned from 1981 to 1985.
FineMark National Bank & Trust
At FineMark National Bank & Trust, we want to help you be in the best position possible to reach your financial goals. We believe that takes getting to know you, your values and challenges. Our professionals understand that every individual and every situation is unique. Through a proactive approach, we work with you to create a comprehensive strategy that parallels your personal values and goals. Together we determine the best course of action to build wealth and create your legacy for generations to come. Through unparalleled service and a promise to always do what is right, we are committed to you. Member FDIC. Equal Housing Lender. Trust and investment services are not FDIC insured, are not guaranteed by the bank and may lose value.