- Investment ManagementIn all cases, we strive to bring professional, customized portfolio management to each client and clearly communicate our strategies and expected results before, during and after implementation.
- Wealth ManagementAfter beginning her career with Virginia National Bank (now Bank of America), Gail moved to Marine Midland Bank (now HSBC) and managed the Southern Region Trust Department for 18 years. Later, Gail became President of Continental Illinois Trust Company of Florida and opened the Sarasota and Boca Raton offices. Most recently, she retired from The Huntington National Bank where she managed the Wealth Management offices in Naples and Palm Beach.
Services
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