“We enjoy and appreciate the personal touch that Seaside applies to everything they do. They know our family well and treat us as individuals.”
– Kim & Rick Anderson,
Chief Media Officer, PGA TOUR
Selecting an Advisor
In his roles as Vice Chairman of Seaside Bank and Trust and Chairman and Chief Executive Officer of Seaside Insurance, Steve is responsible for the oversight of Seaside’s Wealth Management, Trust and Fiduciary and Insurance solutions. Prior to Seaside, Steve was responsible for the initial capital raise to purchase a Florida-based private bank and trust company. Steve led the institution’s growth and expansion, which resulted in its 2005 sale to a financial holdings company, and in 2009, he led the capital raise to repurchase and further capitalize the institution. Steve continued to lead the institution's growth until his departure in May of 2012.
MBA from University of Miami | Bachelor of Science from University of Central Florida
Philip was previously a Senior Vice President and Managing Director of a large regional Registered Investment Advisor. In this role, Philip was responsible for Institutional Investment Sales in Florida, including sales of Endowments and Foundations Services and Retirement Services. Mr. Rich was responsible for the development of a Rollover Solution Center, a specialized advisory group designed to serve the needs of participants transitioning out of 401(k) plans.
MBA from Rollins College | Bachelor of Arts from Rollins College
Prior to joining Seaside, Nora served as a Private Client Advisor and a Trust Business Development officer at a large regional financial institution. She was responsible for the management of individual and corporate investment portfolios totaling over $75 million in assets under management.
Bachelor of Science from University of South Florida
Northern Trust School Series 7 License | Life, Health and Variable Annuity Licensed
Ben has performed equity analysis through fundamental techniques as well as technical analysis and charting methods. He has worked at several different companies before coming to Seaside including Coca-Cola, Walt Disney, and Newell Rubbermaid.
MBA from University of Central Florida | Master and Bachelor of Science from Georgia
Institute of Technology | Chartered Financial Analyst (CFA)
In August of 2006, Stuart was among the first hired at Seaside and was instrumental in the creation of Seaside Wealth Management. Prior to Seaside, Stuart served as the Florida Group and Central Florida Regional Manager at a large regional financial institution where he oversaw 5 regions and 180 investment consultants and had direct oversight of a retail investment operation that was comprised of 64 investment consultants and staff.
Bachelor of Arts from Framingham State College
American Banking Association’s National Trust School Graduate
After joining Seaside, Adam has taken on the responsibility of daily management of most client accounts, equity analysis and research of existing and new investment opportunities, and ensuring Seaside meets regulatory compliance obligations. Adam has a diverse background spanning many industries including having worked for HCA Healthcare, Hilton, Discount Tire, and The University of Central Florida.
MBA from University of Central Florida | Bachelor of Science from Florida State University
Chartered Financial Analyst (CFA)
Lance was previously Vice President of Charter Investment Advisor, Inc., a Registered Investment Advisor located in Orlando, Florida. While at Charter, Lance served as the lead portfolio manager and also assisted clients with the estate and retirement planning. Lance was with Charter for eighteen years until the company was acquired by Seaside Bank and Trust in 2014. In his role as fiduciary officer, Lance is responsible for the oversight and administration of Seaside’s Trustee and Estate services.
Bachelor of Science from the University of Florida | Certified Financial PlannerTM (CFP®)
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.
Fiduciary Service, Investment Management, Financial Planning, Brokerage, Insurance, and Investment products are: NOT insured by the FDIC or any other agency of the United States or by Seaside Bank and Trust ("the Bank") or any of its affiliates. NOT deposits or obligations of the Bank, or guaranteed by the Bank or any of its affiliates. Subject to investment risk and may lose value.
Insurance: Not a deposit or other obligation of, or guaranteed by, Seaside Bank and Trust or any affiliate of Seaside Bank and Trust. Not insured by FDIC or any other agency of the U.S. Government. Subject to risk and may go down in value.