Trust & Wealth Management

Let's Build a Better Tomorrow

Taking charge of your financial future can be daunting, but the investment advisors at First National Bank of Mount Dora can help give you the confidence — and the advice — you need to succeed. Our advisors will sit down with you to review your financial position and set achievable goals. And they'll recommend ways to reach your goals and review progress with you regularly so you can stay on track

Whether you need to start planning for retirement, roll over an existing retirement account, develop an investment or savings program, or protect wealth through trusts or estate planning, we can help. We watch out for your best interests without regard to commissions.

Let’s start planning your future today. Call us at 352-383-2111, email us, or contact us here to discuss your investment, retirement, or estate planning needs. Our financial planners are ready to help you build a better tomorrow.
 
How your money is spread among different kids of investments has a major impact on returns. We help you choose an allocation to meet your goals. Learn more about asset allocation.
Our experts can help you optimize taxes, set up trusts and plan for business succession and philanthropic giving. Learn more about Estate Planning.
There's no one-size-fits-all solution to achieving your financial goals. Our financial planners take the time to understand you and suggest ways to reach your goals. Learn more about Financial Planning.
Our monthly newsletter will keep you informed of trends and opportunities to help you succeed. View this month's newsletter.
Our highly trained advisors have the professional education and the experience to help you reach your goals. 





Chimes & Dimes Podcast


Welcome to Chimes & Dimes, where we aim to be your trusted source for wealth management insights. Join us as we translate “Wall Street” to “Main Street” and explore smart investment strategies, retirement planning, and wealth preservation techniques for everyday investors and business owners.


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Let's Start Planning Your Future

Give us a call at 352-383-2140 to discuss your investment, retirement, or estate planning needs. Our financial planners are ready to help you build a better tomorrow.  
 
Trust and Investment Services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency, and may lose value.