Tampa, FL. – September 10, 2019 – First American Bank – a 53 branch privately held, full-service bank serving the Chicago and Miami markets – today announced the opening of a new wealth management office in Tampa, FL. The new location will be led by four individuals– Tyler Iller, Director of Client Advisory, David Lackmann, Director of Investment Management, Ken Roberts, Senior Client Advisor, and Christian Fram, Portfolio Manager (pictured above) who bring with them collectively over 100 years of wealth management experience. With support from First American Bank’s Florida and Illinois leadership teams, the new office will provide enhanced, personal service to the Tampa market as well as the bank’s existing west coast clients.
“We are excited to officially announce our new Tampa location. Our goal is to provide tailored financial advice and management at a time when many of our competitors have chosen to automate and depersonalize theirs,” said Jane Nagel, Executive Vice President of First American Bank’s Wealth Management Group. “Providing high-quality solutions paired with exceptional personalized service is in our DNA. With such seasoned leaders guiding our new location, we are confident our clients throughout Florida will receive just that.”
The Wealth Management Group at First American Bank has over $2.5 billion in assets under management. First American Bank specializes in an array of specialized services, including trust services, wealth management, pension and 401(k) planning that support the needs of its affluent individual and commercial banking clients.
With a focus on servicing privately held small and middle-market businesses, the bank began its expansion in South Florida in 2014 with the acquisition of The Bank of Coral Gables. The bank’s expansion to Tampa comes on the heels of the recently announced acquisition of the $476 million five branch Continental National Bank, Miami’s first Cuban American-owned community bank.
“Florida has the businesses and clients we’re experts at catering to and, after seeing both the growing need for personalized attention and finding wealth management professionals in the Tampa area dedicated to this level of service, we decided it was the right move to further propel our growth,” said First American Bank’s Florida Market President Brian Hagan. “We are confident in the leadership team we’ve brought on to make this market the success we know it will be, and we look forward to what’s to come for First American Bank in Florida.”
The Tampa wealth management office is located at 1700 S. MacDill Ave, Suite 360. To contact the team or schedule an appointment, call (813) 733-2588.
For more information on First American Bank, please visit www.firstambank.com/wealthmanagement.
ABOUT FIRST AMERICAN BANK
For more than 40 years, First American Bank has been focusing on building long-term relationships with customers through high-quality solutions and exceptional personalized service. With services ranging from personal products to commercial banking and wealth management, First American Bank is the largest privately held bank in Illinois with 54 locations in Illinois, Wisconsin and Florida. First American Bank’s size and management philosophy allow the bank to offer clients top-tier financial services tailor-made to support each customer’s goals and potential for growth. First American Bank is a Member FDIC
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