Vice President and Relationship Manager for Mercantile Bank’s Private Banking Group in the Central Florida Region. Responsibilities include serving as the primary point of contact to affluent and high net worth clients for comprehensive banking and financial planning services as well as customized credit solutions.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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