Introducing A New Class of Service. Welcome to Private Banking at First.

Private Banking, Trust and Investments at First National Bank of South Miami 


Welcome to First Class


Our Private Banking team members design creative, winning strategies to assist individuals, families and professionals to achieve their financial goals and aspirations. A Private Banker will provide you with concierge services to help you navigate and manage your financial needs including Loans, Deposits, Investments and Trusts. Your Private Banker will create a team of specialists who will provide expertise in financial planning, family advisory planning, investment management portfolio services and trust and investments. You can also access your financial information through state of the art internet and mobile banking services. 


As a Private banking client you will enjoy enhanced benefits including: 


  • State of the Art Internet and Mobile Banking Services 
  • Financial Planning and Family Advisory Planning 
  • Personal Loans, Portfolio Lines of Credit, Home Equity Lines of Credit
  • Commercial Real Estate and Investment Financing 
  • Investment Management Portfolio Services
  • Trust and Estate Administration Services
  • Philanthropic Trustee Services
  • IRA Rollover Services
  • Complimentary Estate Planning and Investment Management Portfolio Checkup
  • Wealth Management Market Newsletter
  • Invitations to exclusive Private Banking events 


meet the team


Executive Leader - Veronica B. Flores
Private Banking Manager – Natasha Lowell, SVP 
Private Banker & Commercial Lender - Patrick Khoury, VP
Wealth Strategist- Barry Givner , SVP
Investment Manager – Frank DuMond, SVP
Trust and Estate Administrator- Giselle M. Hugues, Esq., AVP


PRIORITY SERVICE

Enjoy priority service for your banking needs in a private & personal setting within the convenience of a local branch and via phone or email and live chat. A Private Banker will provide you with concierge services to help you navigate and manage your financial needs including Loans, Deposits, Investments and Trusts.