Happy Labor Day from the entire Cypress Bank & Trust Team! Our offices will be closed today in observance of the holiday. We'll reopen with regular hours on Tuesday ready to serve you!
Cypress Bank & Trust
Financial Services
Palm Beach, FL 1,517 followers
Celebrating 25 Years Serving Our Clients. NMLS# 2234490
About us
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.
- Website
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https://www.cypressbanktrust.com/
External link for Cypress Bank & Trust
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Palm Beach, FL
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Trust & Estate Services, Investment Management, Non-Profit Organizations, Asset Management, Financial Services, Banking, Commercial Banking, and Consumer Banking
Locations
Employees at Cypress Bank & Trust
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Mercedes F. McCall
Senior Vice President-Cypress Bank & Trust NMLS#809420
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Jane Goble
Vice President, Trust Officer at Cypress Trust Company
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Brian Skarbek
Senior Investment Officer/CIO at Cypress Bank & Trust
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Joseph Pauldine
Senior Vice President and Market Executive * Wealth Management * Investment Advisory
Updates
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Earlier this month, the Cypress team had the pleasure of hosting the Brevard County Medical Society for an insightful presentation titled “Empowering Physicians: Financing to Start, Buy, Acquire, or Expand Your Medical Practice.” Maria Rodammer, Senior Commercial Specialist, and Dave Osgood, Executive Vice President, led the discussion, engaging with an incredible group of local physicians dedicated to enhancing the care they provide to our community. If you’re considering expanding your medical practice or local business, our team is here to help. Reach out to us for personalized guidance and support tailored to your unique goals!
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The Cypress Bank & Trust team was incredibly proud to represent one of the Best Places to Work at the Orlando Business Journal’s prestigious event! Being recognized among the top workplaces is a true honor and a testament to our commitment to fostering a supportive, innovative, and client-focused environment. We’re grateful to our dedicated team and amazing clients who make Cypress a special place to work and grow every day. A big thank you to the Orlando Business Journal for hosting such an inspiring event, celebrating organizations that prioritize their people and their community. Here’s to continuing our journey of excellence together!
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Another incredible ATO conference is in the books, and what an inspiring event it was! The entire Cypress team is truly grateful for the opportunity to connect with so many outstanding leaders who are making a real impact in the attorney and trust industry. We were honored to be this year’s official espresso sponsor, fueling conversations and connections throughout the event. A special congratulations to Sal Polidoro on winning our Breville Touch espresso machine giveaway—enjoy your new coffee companion! We’re already counting down the days until next year’s conference. Thank you to everyone who made this event so memorable!
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Our team loves supporting amazing local charities that are making a real difference in our communities. In partnership with The Bartow Chamber Engage Young Professionals, Cypress Bank & Trust donated school supplies during the “Stuff the Bus” community event! Every donation supports the academic pursuits of Polk’s most vulnerable students by donating school supplies to The Hearth Project!
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Our Trust and Investment team recently came together for an incredible training session! The room was buzzing with innovation, ideas, and new strategies for better serving our clients. We're excited to explore and implement these insights while continuing to provide top-notch, personalized financial solutions for our clients to help them achieve their financial goals!
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We're thrilled to announce that Cypress Bank & Trust is back as the OFFICIAL Espresso Sponsor of the 2024 ATO Conference! We can't wait to see you. Our enthusiastic team will be at our booth, ready to connect, learn about your practice, and discuss what sets Cypress apart. By visiting our booth, you'll also: • Meet our dedicated team and discover what makes us unique. • Learn about our comprehensive range of services tailored to your needs. • Enjoy complimentary espressos from 12 to 4 p.m. on Friday to keep you energized. Make sure to drop by and say hello – we’re looking forward to meeting you!
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