Meet our Palm Beach team
We are committed to knowing our clients, caring deeply about their success, and always being there when they need us.
Video
Team
Service that goes beyond and above
You didn’t get where you are by sitting still. Neither did we. Your dedicated relationship management team will ensure a seamless, secure transition of your accounts and guide an entire financial team in working relentlessly on your behalf. They will deliver integrated banking and wealth management1 solutions and advice tailored to your unique financial position.
James B. Meany
Executive Managing Director
Palm Beach, Florida
William E. Benjamin IV
Executive Managing Director
Palm Beach, Florida
Patti Travis
Senior Managing Director
Palm Beach, Florida
Jonna S. Brown, J.D.
Senior Trust Officer
Palm Beach, Florida
Andrew Mata
District Manager, Private Bank Office
Palm Beach, Florida
Services
Realize the advantages of integrated banking
Tailored banking solutions and advice coupled with extraordinary service from your dedicated relationship management team.
Wealth Management1
Your dedicated team of private wealth experts guides you through the complex universe of financial planning, investment management, and risk mitigation.
Banking for Your Business
Your dedicated relationship management team will help you create a road map with the tailored advice and solutions your unique business needs.
Personal Banking
Receive holistic guidance and premium services that provide you with a seamless banking experience.
Insights
Help you plan for today and tomorrow
2025 Outlook | Opportunities amidst a changing landscape
Read our report to see how you can prepare for the new year.
Why you should plan for the estate tax exemption now
Learn why implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.
Wealth transfer planning: Strategies for a seamless transition
Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones. These steps can help you prepare.
Wealth management and taxes: Planning for financial prosperity
Private Wealth management tax planning is a valuable investment for high-net-worth individuals.
AI trends in financial management
Discover insights from a Citizens survey on how mid-market and private equity companies are using AI for financial operations.