About
Hillary brings more than 16 years of experience in trust administration and wealth management. She holds a bachelor's degree from Florida International University and is a Certified Financial Planner™ professional.
Hillary is dedicated to delivering personalized service tailored to each client's unique goals and circumstances. Whether assisting individuals who are newly managing wealth or an inheritance, guiding the next generation through financial stewardship, serving affluent families, or supporting aging individuals and their loved ones during times of transition, she is committed to providing thoughtful guidance and exceptional client service.
She believes that building strong relationships—with both clients and professional partners—is essential to achieving the best outcomes. Through a collaborative and comprehensive approach, Hillary helps clients navigate wealth management and family dynamics with confidence, ensuring their financial and personal objectives remain at the forefront of every recommendation.
The Bank of Tampa has been privately held by our staff, directors and clients since 1984. With offices in Hillsborough, Pinellas and Sarasota counties and assets of $3 billion, we are the largest community bank headquartered in the Tampa Bay area. We specialize in owner-managed and middle market businesses, law firms, healthcare, professional firms, and private banking.
For over 40 years, our team of Trust Services experts has been delivering highly-personalized, concierge-level attention to our clients. We work closely with you, as a member of your team, to achieve comprehensive wealth transition and management. Our experienced, local team will coordinate the resources you need, including trust, investment advisory, estate planning, retirement planning, and private banking.
