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Orlando - South Orange - Ops


Corporate Office


250 South Orange Avenue Suite 120P Orlando, FL 32801





Office Hours

Monday 9:00 AM - 5:00 PM

Tuesday 9:00 AM - 5:00 PM

Wednesday 9:00 AM - 5:00 PM

Thursday 9:00 AM - 5:00 PM

Friday 9:00 AM - 5:00 PM

Saturday Closed

Sunday Closed

Branch Services

Accepts Appointments

Meet The Team

Adam Martin, CFA

Senior Portfolio Manager

Ben Johnson, CFA

Senior Portfolio Manager and Client Service Manager

Lance Hopegill, CFP

Chief Fiduciary Officer

Nora Bagby

Director Private Banking Sales & Service

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