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Wealth Management

Wealth Management

What We Believe
Contact a Wealth Management Professional
Asset Management
Fiduciary and Trust
Financial and Retirement Planning
Insurance
Employee Benefits
Economic Updates

Our team of experts works hard to get to know you, your family and your business. Once we understand your needs, goals and aspirations, we will recommend product-neutral, needs-based solutions that are customized to your preferences. With a compassionate sense of urgency, we provide timely, attentive and friendly service.

What We Believe

The fiduciary standard is the highest standard of our industry. We embrace that standard and are proud to apply it to all of our actions in the areas of trust and investment management.

Investors are entitled to objective advice. Objectivity requires full freedom to select, hire and fire managers without any economic influence of that choice.

Investment advice should be based on a thorough understanding of the client’s needs, obligations and willingness to assume risk, not an abstract theory or pre-determined formula.

Preservation of capital is an important consideration in any investment strategy and therefore real, absolute returns are as important as comparisons to market indices.

The argument between passive (indexing) and active investment management can be resolved in favor of both, because both strategies can be advantageous to the client.

The Seaside approach

Hear from a variety of Seaside financial experts and clients on why the Seaside approach is so effective.

Contact a Wealth Management Professional

Nora Bagby

Director Private Banking Sales & Service

407-567-2202 Email

Ben Johnson, CFA

Senior Portfolio Manager and Client Service Manager

407-567-2260 Email

Client Testimonial

“It is evident from the moment that you walk through Seaside's front door that establishing personal relationships with each and every customer is of paramount importance to the bank's mission.”

-Mike Mikkelson and Adam Mikkelson | Liberty Investment Properties

Asset Management

Seaside Wealth Management provides customized portfolio management and investment advice to clients with a wide variety of investment objects and risk tolerances. We embrace an open architecture in the selection process of asset managers. This means that we do not offer internally produced asset management products.

Instead, we focus our considerable resources and talent on researching and selecting the asset managers who are best able to accomplish your unique financial goals and individual needs.

Types of Accounts

Investment Management for Individual and Joint Ownership
IRA, Roth IRA, Inherited IRA, Simple IRA, SEP IRA
Trust (with both Seaside as Trustee and Individual as Trustee)
Institutional, Corporate and 501(c)(3) Non-Profits

Contact Your Advisor

Fiduciary and Trust Services

Control the management of your assets today, while providing financial security for your family. A trust is an effective tool for managing your assets during your lifetime and for the benefit of your loved ones after you are gone. A trust ensures that your assets will be managed in the future according to your wishes, as well as providing significant tax advantages to help you preserve those assets in the present. When you name Seaside as your trustee, you and your beneficiaries enjoy the knowledge and expertise of a breadth of specialists in such fields as:

Taxation
Investment Research and Management
Securities Trading
Real Estate
Family Business
Estate Settlement Services
Guardianship

Contact Your Advisor

Financial and Retirement Planning

Your financial affairs are complex. As one area of your financial situation changes, it directly impacts others. Seaside has professionals on staff to help perform a thorough analysis. This analysis will create your complete picture while supporting your goal.

Areas we may address for your financial plan include comprehensive financial planning, retirement planning, educational planning, estate planning, business succession and protection planning.

Contact Your Advisor

Insurance and Risk Management

Seaside Bank and Trust owns and operates Seaside Insurance, an independent insurance agency focused on providing our clients with insurance solutions tailored to fit their specific needs. Whether you are considering new coverage, additional coverage or simply want a review of your existing policies, Seaside Insurance can provide you with the guidance you need to make an informed decision. Seaside Insurance offers a wide variety of insurance offerings including:

Life Insurance
Key Man Insurance
Term life
Universal life
Fixed annuities
Disability
Long-term care
Split dollar plans
Buy/Sell life insurance

Learn More

Employee Benefit Services

Our employee benefits services are offered through our independent insurance agency, Seaside Insurance. Programs include:

Group Plans: Medical, Dental & Vision
Group Ancillary (Life, AD&D, STD, LTD)
FSAs/HSAs/HRAs
COBRA Administration
Customized EB Website
EB Consultation and Benefit Management

Learn More

Economic and Markets Update

Economic and Market Updates

Subscribe to our e-blast series and stay up-to-date with the latest Seaside Wealth Management news.

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Meet the Team

Lisa Amoroso, CTFA

Private Wealth Relationship Manager

Brian Gupton

Private Wealth Advisor

Lance Hopegill, CFP

Chief Fiduciary Officer

Adam Martin, CFA

Senior Portfolio Manager

Philip Rich

Chief Investment Officer

Stuart Scott

Wealth Strategist

Learning Center

8 Steps to Get Started with Estate Planning

If you’re unsure where to begin with estate planning, here are some simple steps to get you going in the right direction.

Read Article

5 Smart Moves for Surviving Market Volatility

Investing in the stock market can be a wild ride at times. No one knows for sure what will happen next, but knowing how to handle stock market volatility can help you stay on track. The following investing principles can help you manage your investments in changing market conditions.

Read Article

Look Beyond Past Performance

Are you thinking about adding to your portfolio or changing your lineup of investments? It’s wise to look under the hood and make sure you know what you’re getting before choosing an investment.

Read Article

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Retirement, Brokerage: Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Kestra Investment Services, LLC is not affiliated with Seaside Bank and Trust and are NOT a deposit or other obligation of, or guaranteed by, Seaside Bank and Trust or any affiliate of Seaside Bank and Trust, NOT FDIC insured, and subject to risk and may lose value.

Non-Deposit investment products and services, and Insurance products and services offered through Seaside Insurance, Inc., an independent insurance agency, are:

NOT Insured by FDIC or Any Other Government Agency;
NOT Guaranteed by Seaside Bank and Trust, a division of United Community Bank or any affiliate of Seaside Bank and Trust or United Community Bank;
NOT a Deposit or Obligation;
Subject to Risk and May Lose Value

Wealth Management

What We Believe

The Seaside approach