Florida Gulf Bank

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Transcript of Florida Gulf Bank

Page 1: Florida Gulf Bank

~ULF

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FLORIDA GULF BAN K~ The Power 0/ Personal Service

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At Florida Gu/fBank, every member ofour professional

banking staffand board ofdirectors shares the feeling that

building relationships with our clients goes beyond mere

words. We take the time to get to know JOu and understand

Jour financial needs, so that we can tailor specific banking

programs to meet those needs and accomplish Jour goals.

Our independent bank is locally owned and managed,

and each member of our team is an active member ofour

community. From the local Chamber of Commerce to

various charitable, cultural and arts organizations, JOu will

find our Florida Gu/f Bank team there by Jour side,

participating in events and helping our area grow and

thrive. We view this involvement as a natural extension of

community banking, and a crucial component of our

relationships with our customers. When you bank with us,

you 're very likely banking with Jour neighbor, afellow PTO

parent, or another member ofJourfovorite localorganization.

Pictured left to right: lohn Reingardt, Dennis Kucera,

Bill Valenti, lohn Hodas, lohn Pritts

~,cG v2&o .e<"":> TI"

~ Bill Valenti, President & CEO

~:I::::::h~~'

~l(~~i"g",d'Executive Vice President &Senior Loan Officer

~;;(& lohn Hodas, Senior Vice President &CFO

t/l1L­Dennis Kucera, Senior Via President

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At Florida GulfBank you '11 find business banking services

designed to help your business grow. Why? Because as your

independent, local bank, we think like you.

Florida Gulf Bank is a community bank that has

integrated The Power 01 Personal Service into its

commercial banking program. Gur relationship managers are

long-time experienced Lee County bankers, and they

understand how important it is to build a business partnership

with a client rather than simply complete a transaction. Like

you, we live and work in this community and want to see it

grow and pros per. Gur bankers are involved in all aspects 0/ leadership in Lee County, and we appreciate the contribution

made by your business. Its success is vital to our local economy,

and that is why we take the time to get to know your goals and

plan how we can work together to achieve them.

You will find a community bank where a board made up

0/ local business leaders, just like you, makes prompt

and informed decisions. Decisions based on your needs, not

based on a policy implemented by a

distant market.

From flexible checking accounts,

/rom loans to deposits, to commercial

money market investments, we have

the tools necessary to tailor banking

programs to help accomplish

your goals and to help your

company succeed.

Pictured left to right: (Rear) Jay McGregor, Bill Roche, John Weaver,

Dennis Kucera, Bill Turner

(Front) Lisa Musho, Lourdes DeChoch, John Reingardt, Cecilia Jones, Beth Hendry

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Personal Banking

Banking Center Managers piehtred left to right:

(Rear) Pefe D'Alessandro, Dana Kellermeier, Patty Canham

(Front) Lee Golden, Debra Mclntyre, Heather Chouinard, Valerie Petracco

At Florida Gulf Bank, our team s commitment extends beyond 5

p.m., and beyond the banks front doors. Inspired by a strong

connection to the community, we extend our dedication to each

customer by providing a complete selection of individualized,

knowledge-based, innovative banking services.

Gur skilIed team o[banking center managers is well-prepared to handle

every aspect o[ your banking needs... quickly and professionally. Most

importantly, every banking program can be customized to meet your

specific needs.

Every member ofthe Florida GulfBank team is trained to help you

utilize the latest state-ofthe-art technology, programs and products in

banking today. Combined with the traditional values of service,

personal attention, commitment and flllow-through, this ensures the

highest levelofservice, and thefinest banking experience available today.

Personal Banking Services with

State-of-the-Art Technology:

On-fine Banking

On-fine Bill Pay Service

ATMslPresto Network & more

Tefephone Banking

On-fine Check Images

On-fine Cash Management

Equity Lines 0/Credit

Debit Cards

Master Money TM

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meets

At Florida GulfBank, The Power 0/Personal Service is

more than a motto - it's our culture. Dur staffis dedicated to

providing a levelofservice that exceeds our clients' expectations.

As a matter offact, we take The Power 0/Personal Service

so seriously that we have established a special committee devoted

to creating the perfect banking experience flr our clients.

The Committee, comprised of individual bankers,

regularly to review suggestions

and input /rom our clients to

forther improve our services.

We recognize that clients are

individuals, not numbers, and

strive to cultivate mutually

rewarding relationships. We

want our clients to look

forward to coming back.

To us, exceptional customer

service is truly meaningfuL Is it

the fresh flowers in our offices?

The way we speak to our clients and meet with them at their

convenience? Perhaps it's simply our special talentflr anticipating

our clients' needs before being asked. Most likely it's a combination

ofall ofthese things and more - company-wide drive to provide

superior customer service.

Pictured left to right:

(Rear) Patti-Anne Nicholson, Jim Rickards, Karla Sherman, Debra Scott, Melanie Emmerich

(Front) Talisha Faber, Sharon Bessette, Beth Countryman (Committee Chair), Jackie Partlow, Cecilia Jones

Personal Service

'1t's all about the people. Our staff is fulfilled by providing exceptional customer service they can certainly be proud 0/ And our clients appreciate that their expectations are completely surpassed

each and every timß they visit Florida GulfBank. That's The Power 0/Personal Service. " - Beth Countryman, Chairperson. The Power of Personal Service Committee

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At Florida GulfBank, our goal is to provide comprehensive

financial services flr our valued clients. That's why we have

developed a professional investment services department,

Florida Gulf Investments, to meet all your investment needs.

The benefit to you? You receive the expertise ofprofessionals who

understand your financial picture and can help you plan a

cohesive program. Plus, the financial advisors combine their

commitment to The Power 0/ Personal Service with their

expertise, providing you with intelligent advice enhanced by

a personal touch.

Investment Services indude:

Portfolio Review

Mutual Fund Evaluation Asset Allocation Review

Individual Stock Purchases 401(kj Advice

Consolidated Brokerage Statements M unicipal Bonds

Corporate Bonds

U.S. TreasuriesFinancial Advisors pictured left to right: Steve Stewart, Mary Petro, Bill Valenti jr. (Program Manager), Debra McIntyre, Lee Golden Variable Annuities

IRAs

Pension & Profit Sharing Plans On-line Brokerage Services

Registered Representative 01securities, advisory services, and certain insurance products are offered through INVEST Financial Corporation, member FINRAJSIPC, a registered broker dealer and affiliated insurance agencies. INVEST is not affiliated with Florida GulfBank or Florirk GulfInvestments. Products are· not FDIC insured . not a tkposit or other obligation of, or guaranteed by any bank. subject to risks including the possible loss 0/ principal amount invested . not insured by any government agency.

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Purchasing a building or new home is an event that one never

undertakes lightly. It is a complex process, which invoives a long-term

commitment 0/ time, energy and money. That is why it is important to

choose a mortgage lender that takes the purchase 0/your new property as

seriously as you do.

Florida GulfBank s experienced loan officers are available to meet with

you at any %ur locations, in your home or business, and at a time that is

convenient to you.

Its nice to know there is an independent, local bank that truly

understands your mortgage needs. To the team at Florida GulfBank, you

are a neighbor, notjust a name on an application. We offer aJUli range 0/ fixed and adjustable rate loans, and provide the expertise to tailor a

mortgage loan to meet your needs.

Pictured:

Doug Thrasher SVP Residential Lending

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College Pointe Banking Center 9101 College Pointe Court • Fort Myers, Florida 33919

(239) 332-4440 • Fax: (239) 332-4987

Downtown Fort Myers Banking Center 2247 First Street· Fort Myers, Florida 33901

(239) 332-3527 • Fax: (239) 226-4277

. Summerlin Crossing Banking Center 7580 Winkler Road • Fort Myers, Florida 33908

(239) 481-2875· Fax: (239) 481-5012

Daniels Falls Banking Center 8870 Daniels Parkway • Fort Myers, Florida 33912

(239) 225-7268 • Fax (239) 225-7981

Dei Prado Banking Center 812 Dei Prado Boulevard South

Cape Cora!, Florida 33990 (239) 985-8120 • Fax (239) 242-1275

Colonial/Six Mile Banking Center 8341 Dani Drive

Fort Myers, Florida 33966 (239) 433-6020 • Fax: (239) 936-2098

Sandoval Banking Center 2546 Heydon Lane

Cape Coral, Florida 33991 (239) 433-6000 • Fax (239) 282-0241

Coconut Point Banking Center 23250 Via Villagio

Estero, Florida 33928 (239) 985-8140

We look forward to welcomingyou to Florida Gu/fBank,

and to building a long-term and successfulfinancial relationship.

Our Board ofDirectors:

Pictured left to right:

(Rear) Kevin M. Bums, Jarnes A. Dwyer, Jr., Jay A. Brett, Gregory M. Morris (Front) James W Moore, Chairman, Williarn P. Valenti, President & CEO

Pietured left to right:

(Rear) John D. Fritts, Exeeutive Viee President, Stephen Maehiz, M.D., Howard E. Palen, F 'lohn Reingardt, Executive Vice President

(Front) R. Ernest Hendry, D.D.S., Amy B. Gravina, Lynn A. Kirby

(Not appearing in photo) Trudi K Williams, Michael M. Mitehell