Current Roles

Employees:
66
Revenue:
$12.5M
About
Cypress Trust Company is an independent Florida-chartered trust company regulated by the Florida Office of Financial Regulation. It operates full-service offices in Palm Beach, Naples, Vero Beach, Winter Haven and Jacksonville and has 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 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 investment plan. A strict code of ethics is conveyed through all of its interactions with clients, associates, and the communities it serves. For more information, please visit: https://www.cypresstrust.com/
Cypress Trust Company Address
251 Royal Palm Way
Palm Beach, FL
United States
Cypress Trust Company Email

Past Companies

Cypress Bank & TrustSenior Vice President
Wells Fargo Private BankManaging Director and Sr Fiduciary Advisory Specialist
Wells Fargo Private BankSVP and Sr. Regional Trust Manager

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