First National Bank of South Miami (FNBSM) is pleased to announce the appointment of Barry A. Givner as Senior Vice President and Senior Wealth Strategist.
In his role as Senior Wealth Strategist, Mr. Givner will be concentrating on growing and expanding the Trust and Wealth Management client base at First National Bank of South Miami, through the marketing of the Bank’s Trust and Wealth Management services. Those services include, customized investment management, irrevocable trust, estate administration, special needs trusts, and guardianship/restricted depository services.
Mr. Givner enjoys over 25 years in the Trust and Wealth Management field here in South Florida. He has held leadership positions at various financial services organizations here in South Florida where he oversaw Fiduciary Administration, Asset Management, Fiduciary Compliance and Business Development.
Barry Givner holds a BBA in Accounting from the University of Miami and attended Cannon Trust School. Mr. Givner is currently the Secretary of the Estate Planning Council of Greater Miami. He is a past member of the Florida Banker’s Association’s Trust, Asset Management and Private Banking Division’s Executive Board. He also participates in the President’s Advisory Board for St. Thomas University as well as the Greater Miami Jewish Federations Professional Advisory Committee.
“Barry is the perfect complement to our already strong team of Trust and Wealth Management Professionals. The team is led by Scott Breitkopf who is an attorney and an accountant, along with Frank DuMond, a Chartered Financial Analyst. The three of them each enjoy more than 25 years of solid experience in our community,” said Veronica B. Flores, Executive Vice President of FNBSM. “Our team of experienced and professional Trust and Wealth Management advisors is incomparable in our community!”
First National Bank of South Miami celebrates 60 years as an independent community bank under the same ownership. We are locally managed Bank with our headquarters in the heart of South Miami and offices in Kendall and The Falls. We take great pride in our approach to banking by providing the highest quality customer service, with a combination of products and services tailored to meet the needs of our clients. We are an active corporate citizen in the South Florida area. We offer high tech, with a unique emphasis on flexibility and service.
For the past 89 consecutive quarters we have received a recommended rating from Bauer Financial (the nation’s leading independent bank rating service). We were here yesterday, we are here today and we will be here tomorrow.