| Name | Title | Contact Details |
|---|
First National Bank of Waverly is a Waverly, IA-based company in the Financial Services sector.
Mercantil Bank, N.A., the fifth largest bank headquartered in Florida, is a wholly-owned subsidiary of Mercantil Bank Holding Corporation (NASDAQ: MBNAA and MBNAB). For almost 40 years, Mercantil Bank has been committed to providing value-added and meaningful financial services that empower the lives of our customers, employees, and the communities we serve. The Bank provides individuals and businesses with deposit and credit products, as well as wealth management services through its investment and trust subsidiaries, Mercantil Investment Services, Inc. and Mercantil Trust Company, N.A. Headquartered in Coral Gables, it operates 22 banking centers – 15 in South Florida and 7 in Houston – as well as a commercial real estate loan production office in Manhattan, New York.
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Florida Choice Bank is a Mount Dora, FL-based company in the Financial Services sector.
Lincoln Town of is a Lincoln, RI-based company in the Financial Services sector.