First Wealth & Trust

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504 W Plant St
Winter Garden, FL 34787
+1 (352) 385-2121
https://www.fnbmd.com

First Wealth & Trust, part of the First National Bank of Mount Dora, has been a trusted partner in financial planning for over 60 years, offering a unique blend of investment management and comprehensive financial services. Their experienced team specializes in personalized strategies for asset allocation, estate planning, and retirement preparation, ensuring clients receive tailored advice with a personal touch.

Dedicated to providing exceptional service, First Wealth & Trust employs certified professionals who focus on reducing risk while helping clients achieve their financial goals. With a commitment to fiduciary responsibility, they prioritize straightforward guidance and customized investment plans that adapt to clients' evolving needs throughout all stages of life.

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"Both Adel Aiken-Brewster & Rashida Randle which are the client service specialists are always so warm & welcoming & easy to have conversation with. They help provide a relaxed environment not to..."
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