To better meet the diverse, often complex financial and wealth advisory needs of high-net-worth and ultra-high-net-worth individuals and institutions in southwestern Florida, 1834, a division of Old National Bank, has expanded into the Sunshine State and has announced its local team members.
The Naples-based team is led by Jeff Robinson, who has more than 20 years of experience in the wealth management industry. As regional executive of the Florida region for 1834, a division of Old National Bank, Robinson will grow and lead a team of financial professionals whose focus is delivering holistic, integrated wealth management services to high-net-worth individuals and families.
1834 offers a boutique-style experience with integrated, customized wealth advisory and investment management services, including:
Wealth planning
Investment management
Trust and fiduciary services
Estate planning and administration
Private banking
