Sunday, November 19, 2017
Business

North Pinellas business briefs for Sept. 1

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Five star-rated Jefferson Bank opened its newly renovated Palm Harbor branch last week in a 3,400-square-foot, freestanding building in Alderman Plaza at 35320 U.S. 19 N.

Staffed by manager Rose Fasano and her team, the new location offers a covered, drive-up ATM and two drive-in lanes.

"Jefferson Bank is a local institution committed to the communities we serve," Chairman/CEO Bob McGivney said. "Our goal is to keep customer needs at the forefront of all our business decisions. The new Palm Harbor location provides enhanced accessibility and the covered, drive-up ATM is much more convenient."

Jefferson Bank offers personal, business and mortgage banking services and has three full-service locations in Oldsmar, Palm Harbor and Tarpon Springs, as well as a loan production office in Clearwater. Branch hours are 9 a.m. to 4 p.m. Monday through Thursday; 9 a.m. to 5 p.m . Friday; and drive-through hours are 8 a.m. to 5 p.m. Monday through Friday.

• • •

Big Brothers Big Sisters of Pinellas County received a $15,000 grant from Bank of America Charitable Foundation in support of its new School-to-Career training program implemented at the Allstate Center at St. Petersburg College, 3200 34th St. S, St. Petersburg.

In an effort to provide children with options for life after high school, the program exposes them to new occupations and addresses the importance of money management and planning for the future.

Recently, Little Brothers and Sisters in the program accepted an invitation from the SPC Fire Academy to learn about firefighting. The hands-on experience included the opportunity to rappel down a four-story building and put out a live fire. The kids also got to meet the head firefighter, a former Little, and his Big Brother, who were celebrating their 34th anniversary at the event.

"Big Brothers Big Sisters of Pinellas County has been a leader in the community by offering advanced educational and training opportunities to young people figuring out the next steps in their education and careers," said Bill Goede, Tampa Bay market president for Bank of America. "One of Bank of America's major goals is to prepare students for career and workforce success and we're happy to have a community partner making a positive difference."

• • •

James S. Conlin, senior vice president and Investments and Branch Complex manager in the office of Raymond James & Associates Inc., 2401 West Bay Drive, Largo, recently completed the Advanced Estate Planning Institute, according to Patrick Daxon, vice president of Raymond James' Wealth, Retirement and Portfolio Solutions group.

The Advanced Estate Planning Institute, a three-day program for financial advisers, covers a variety of topics, including strategies for high net-worth families, long-term care alternatives, irrevocable trusts and charitable techniques.

"Through this program, our financial advisers gain a deeper and broader understanding of the estate planning process and strategies to facilitate the passing of wealth while potentially minimizing the impact of taxes for high net-worth families," said Daxon.

The Raymond James Institute of Finance provides ongoing education and professional development for the firm's more than 6,000 financial advisers and their assistants through a wide-ranging curriculum encompassing many technical disciplines in the financial services industry.

Conlin has been with Raymond James for more than 20 years and in the financial industry for 30 years.

Raymond James & Associates Inc., member New York Stock Exchange/SIPC, is a wholly owned subsidiary of Raymond James Financial Inc., a financial services holding company.

Mail business news to Tampa Bay Times, 1130 Cleveland St., Suite 100-A, Clearwater, FL 33755; fax to (727) 445-4119; or email [email protected]

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