Past Clients
Greenwich Capital was a financial services firm specializing in investment banking and fixed income trading, acquired by Royal Bank of Scotland in 2000.
Thomas Wood & Company is a private financial services firm specializing in wealth management, investment advisory, and financial planning, serving high-net-worth individuals and institutions.
Mellon United National Bank was a financial institution offering banking, investment, and trust services, acquired by The Bank of New York in 2007, to create The Bank of New York Mellon.
Sabadell United Bank was a Florida-based financial institution offering banking, wealth management, and commercial services, acquired by Spanish bank Banco Sabadell in 2010.
FSB Everglades Community Association is a Florida-based organization providing financial services, focusing on enhancing local development and fostering relationships within the Everglades region.
Stearns, Weaver, Miller is a prominent law firm in Florida, specializing in business, real estate, litigation, and government affairs, serving clients across various industries.
Comras Corporation is a prominent real estate investment and development firm based in Miami. Specializing in retail, office, and restaurant properties, they operate across South Florida.
Marine Bank & Trust is a U.S.-based financial institution offering personal and business banking services, including savings, loans, and wealth management, with a focus on customer service.
SRC Properties Community Bank specializes in real estate investment, focusing on prime retail and mixed-use properties in growing urban areas to create long-term value.
PEBB Enterprises is a private equity firm based in South Florida, specializing in commercial real estate investment, development, and acquisition, with a strong focus on family values.
Sharpe Properties focuses on property management, leasing, and construction in South Florida. The company provides property maintenance and development services.
Pointe Group LLC is a healthcare services provider specializing in skilled nursing and senior living. It owns and operates rehabilitation centers and assisted living facilities across Massachusetts and Florida.
Baron Wynwood, LLC specializes in real estate development, investment, and property management, based out of Miami Beach. Focusing on commercial and residential properties throughout Florida since 2012.
Kansas City Life Insurance offers a range of life insurance, annuities, and group products. It distributes through agents, brokers, and third-party arrangements.
First City Bank of Commerce, based in Palm Beach Gardens, Florida, is a community bank with around $72 million in assets, specializing in commercial lending.