Cypress Trust Employee Directory

Cypress Trust Company is a Florida-based trust and investment management firm founded in 1996 to serve clients displaced by widespread bank consolidation and merger activity during that era. Established in Palm Beach with a charter from the Florida Comptroller and Commissioner of Banking, Cypress Trust Company differentiated itself by offering pers... onalized fiduciary and investment management services delivered by experienced professionals with whom clients had direct relationshipsa stark contrast to the impersonal, centralized call-center model that emerged following industry consolidation. The company's core philosophy centers on building customized trust and investment solutions tailored to each client's unique needs and preferences, supported by a commitment to highly personalized service that has proven attractive to clients seeking an alternative to larger, more institutional competitors. Recognizing strong demand across the broader region, Cypress Trust Company expanded its geographic footprint throughout Florida, opening a second office in Vero Beach in 2005, followed by a third location in Naples in 2006 to serve the Treasure Coast and Southwest Florida markets. To address growing client concentration in Central Florida, the company established a limited facility in Winter Haven in 2008, which evolved into a full-service office by early 2013. Today, Cypress Trust Company maintains a network of offices across Palm Beach, Vero Beach, Naples, and Winter Haven, with additional representation in Sarasota and The Villages, positioning the firm to serve affluent and high-net-worth clients throughout Florida's most desirable communities. The company's multi-office structure and regional presence enable it to deliver consistent, relationship-driven service while maintaining the local expertise and accessibility that distinguish it from larger national trust institutions.Read More