Wealth Solutions

Gulf Coast Bank offers a variety of wealth solutions to meet your individual needs and assist you in achieving your financial objectives. Explore the below options to learn more. 

  • Trust Services

    Established in 1997, the Trust Department of Gulf Coast Bank and Trust Co. offers a full array of trust and investment services. Our trust accounts are administered locally, ensuring personal, knowledgeable, service from a professional who is able to understand your individual needs and assist you in achieving your personal financial objectives. 

    Service Features

    Personal Services

    Trust & Administration, Investment Agency/Custody Services

    Employee Services

    Administration & Operational Support, Access To Key Financial Markets

    INVESTMENT AND INSURANCE PRODUCTS ARE:
    NOT A DEPOSIT - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
    NOT GUARANTEED BY THE BANK - MAY LOSE VALUE     

     

  • Gulf Coast Wealth Management

    Gulf Coast Wealth Management

    THE WEALTH MANAGEMENT PHILOSOPHY 
     

    CONSULTING

    The wealth management philosophy at Gulf Coast revolves around our consulting and planning services. Our expert team of consultants are committed to coordinating all your financial needs into a personalized plan.

    PLANNING

    At Gulf Coast Wealth Management we focus our competency on the three main elements of planning needs:

    • Asset Management
    • Risk and Liability Management
    • Estate and Wealth Management

     

    BrokerCheck

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Gulf Coast Bank and Gulf Coast Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gulf Coast Wealth Management, and may also be employees of Gulf Coast Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gulf Coast Bank or Gulf Coast Wealth Management.  Securities and insurance offered through LPL or its affiliates are: 

    Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.