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Our Services
Trust & Estate Services
Directed Trusts
Special Needs Trust
Financial Planning
Cash Management
Investment Management
Estate Settlement Services
Escrow Services
About Us
Senior Management
Our Locations
Community Involvement
Insights
Contact Us
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Speak With a Trust Professional
Existing Client Services
855.768.7878 (Toll Free)
Products and Service Inquiries
305.791.9136
Chief Wealth Advisor
John Harris
Managing Director
Chief Wealth Advisor
305.443.2544
954.864.9441