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Personal Wealth Management

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.

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READY TO BUILD YOUR FINANCIAL FUTURE?

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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

Donna Rasile, RLP®

Senior Vice President, Investment Advisor

Bethany Thompson, CES™, CTS™

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:

* office location

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How can we help you build financial peace of mind?

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

What FinTrust Offers:

Strategic Planning

Your FinTrust Advisor and our CERTIFIED FINANCIAL PLANNER™ professionals can help you to develop a strategy designed to meet your unique circumstances.
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Investment Management

Your FinTrust Advisors and our and CHARTERED FINANCIAL ANALYST® professionals can help you design an investment program consistent with your plan. whether you are investing for income, investing for growth, and seeking a tax smart portfolio management.
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Other Services

We offer assistance with insurance reviews, estate & inheritance strategy, identity theft protection, and referrals to one of our top professional network contacts.
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