About Seacoast Wealth Management
INVEST Financial Corporation (INVEST), member FINRA/SIPC, provides access to investments at Seacoast National Bank, the operating arm of Seacoast Banking Corporation of Florida (NASDAQ: SBCF). Seacoast National Bank is a publicly traded community bank originally chartered in 1926. The Seacoast Wealth Management team believes that relationships are built by developing a thorough understanding of each client's unique situation, supported by a level of expertise that allows us to assist you in achieving your financial goals.
Convenience and Service The Seacoast Wealth Management team provides our clients with financial planning, private banking, brokerage and fiduciary services through a single point of contact along with access to an array of specialists. Our client-centered culture allows us to provide the highest level of service, and to tailor solutions that are aligned with our clients' financial goals and visions for the future.
We are relationship focused - not product focused. Since Seacoast has no proprietary products, our advisors are able to provide objective advice, guidance and solutions. Consistent with Seacoast's local market strategy, our clients have local access to their Wealth Management representatives.
The stability and longevity of our Wealth Management professionals are impressive, with several years in the industry and at Seacoast. Our Financial Advisors strive for excellence, some earning professional certifications or designations including Certified Financial Planner™(CFP).