Personal Wealth Management

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The Confidence to Achieve your Goals

Do you want to face your financial future with complete confidence? FinTrust’s personal wealth management process integrates strategic planning, fiduciary investment management, unparalleled service & our diverse network of professional contacts to help our clients reach their personal goals without anxiety. Let our team of credentialed professionals assist you.

New in Florida: FinTrust + Seaside Bank & Trust

In July 2021, FinTrust Capital Advisors became the registered investment advisory subsidiary of United Community Bank, which operates in the Florida markets under the Seaside Bank & Trust brand.

READY TO BUILD YOUR FINANCIAL FUTURE?

WHICH ONE BEST DESCRIBES YOU?

There’s no such thing as a one-size-fits-all approach to financial advising. We tailor financial solutions according to your unique situation so that, no matter where you are in life, we can help.

Starting Out

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Mid-Life

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Pre-Retirement

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Retired

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Legacy Planning

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Questions?

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We are Here to Serve you.

Our advisors and staff are here to deliver financial peace of mind.

Florida: Seaside Bank

Lance Hopegill, CFP

Chief Fiduciary Officer

Seaside Bank & Trust

Adam Martin, CFA

Senior Portfolio Manager

Seaside Bank & Trust

Philip Rich

Chief Investment Officer

Seaside Bank & Trust

FinTrust Investment Advisors

Madison Allard

Madison Allard

Client Service Administrator

Donna Rasile, RLP®

Senior Vice President, Investment Advisor

Bethany Thompson, CES™

Registered Client Service Administrator

Mercer Treadwell

James Mercer Treadwell, III, CFA®

Senior Vice President, Investment Advisor

Allen Gillespie

Allen Gillespie, CFA®

Chief Investment Officer

Philip Brice, AIF®

Chief Executive Officer

We have advisors in the following locations:

GET STARTED

How can we help you build financial peace of mind?

We can meet in-person, on the phone, or via video call.