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Florida Trust Wealth Management Expands to St. Petersburg

The exterior of the Florida Trust Wealth Management office located in St. Petersburg.

News Summary

Florida Trust Wealth Management, formerly known as Tampa Bay Trust Company, is opening a new office in St. Petersburg. Located at City Center, this office aims to provide comprehensive wealth management services to local investors, business owners, and nonprofits. A team of experienced local executives will lead the office, enhancing tailored services for St. Petersburg residents. With over $5 billion in assets under management, Florida Trust focuses on performance-driven wealth management tailored to high-net-worth clients across Florida.

St. Petersburg, Florida — Florida Trust Wealth Management, formerly known as Tampa Bay Trust Company, is set to strengthen its presence in the St. Petersburg community with the opening of a new office later this month at City Center. This initiative is part of a long-term development plan to offer a suite of comprehensive wealth management services to investor families, business owners, and nonprofits in the region.

The new office will be located at 100 2nd Avenue South, Suite 204N, situated at the corner of Second Avenue South and First Street South. The St. Petersburg office will be operated by a team of local wealth management executives. Key members of the team include Lucas DeVicente, CFP®, CTFA, who will serve as executive vice president of Wealth Services; Matt Livesay, J.D., LL.M., executive vice president of Family Office Services; and April Stanton, vice president of Client Services. Their local expertise aims to enhance the firm’s tailored services to better suit the needs of St. Petersburg residents.

Florida Trust Wealth Management has built a solid reputation in the finance industry with over $5 billion in assets under management. The firm is known as an independent state-chartered trust company, providing an array of services that include investment management, trust administration, and financial counsel, specifically designed for high-net-worth individuals, families, businesses, foundations, and endowments. They focus on offering absolute-return oriented and performance-driven wealth management services, distinguishing themselves in the competitive market.

Terence M. Igo, CEO of Florida Trust Wealth Management, indicated that the expansion into St. Petersburg reflects the firm’s commitment to local communities and desire to serve their unique financial needs. DeVicente, a key player in the office launch, expressed enthusiasm about the opportunity to assist local residents and noted the exceptional reputation the firm has established in the industry since its establishment.

The history of Florida Trust Wealth Management can be traced back to its origin in 2001 as The Sanibel Captiva Trust Company. Over the years, the firm has restructured and developed various divisions, previously operating under The Naples Trust Company and Tampa Bay Trust Company. In addition to the newly opened St. Petersburg office, the firm maintains other locations across the state, including Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs, and Tarpon Springs.

As the opening date approaches, potential clients and interested parties in the St. Petersburg area can look forward to accessing high-caliber wealth management services tailored to their specific needs. For additional information about services offered and the firm’s overall operations, interested individuals are encouraged to visit the official website.

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STAFF HERE PETERSBURG WRITER
Author: STAFF HERE PETERSBURG WRITER

ST PETERSBURG STAFF WRITER The ST PETERSBURG STAFF WRITER represents the experienced team at HEREStPetersburg.com, your go-to source for actionable local news and information in St Petersburg, Pinellas County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as Grand Prix of St. Petersburg, Localtopia, and SHINE Mural Festival. Our coverage extends to key organizations like the St. Petersburg Area Chamber of Commerce and St. Pete Downtown Partnership, plus leading businesses in finance, manufacturing, and healthcare that power the local economy such as Raymond James Financial, Jabil, and Bayfront Health St. Petersburg. As part of the broader HERE network, including HEREJacksonville.com, HEREOrlando.com, HERETallahassee.com, and HERETampa.com, we provide comprehensive, credible insights into Florida's dynamic landscape.

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