Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Valid Photo ID
Business License
Certificate of Fictitious Name (if the title of the business does not include the owner’s full legal name)
Valid Social Security Number or Tax Identification Number
Valid Social Security Number for each Authorized Signer

Valid Photo ID for Both Partners
Business License
Written Partnership Agreement – for Limited Partnership
Certificate of Fictitious Name (if the title of the business does not match the legal name listed in business documentation provided)
Valid Tax Identification Number

Valid Photo IDs for All Owners
Occupational/Business License
Articles of Incorporation
Valid Tax Identification Number
Fictitious Name Registration (if conducting business under another name not listed in the Articles of Incorporation)