Naples, Florida Office
For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust and private banking services. At Commerce Trust, our client philosophy guides our approach to wealth management which is simple: It’s advantageous to have a team in your corner. Because more collaboration and more perspectives converge to create a more personalized approach designed uniquely around your needs.
Customization Comes
From Collaboration
At Commerce Trust, our client philosophy guides our approach to wealth management, which is simple: It’s advantageous to have a team in your corner. Because more collaboration and more perspectives from more disciplines converge to create a more personalized approach designed uniquely around your needs.
Not a Model Shop
We believe that no two clients are alike, so no two plans should be the same. That’s why nothing we do is mass-provided or model-based. Our teams are built around your needs with lending and portfolio management advice that aligns with your goals.
Mark Benskin
Market Executive
John Disogra
Private Banking
Danielle Roberson
Private Client Associate
Private
Banking
We work to meet our clients’ banking needs with deposit, cash management and customized lending solutions.
Trust and Estate Planning
Your team of specialists can help with preservation of your assets and legacy planning so you know your loved ones are taken care of and your values will be carried on as you direct.
Family Office
Significant wealth can create unique opportunities and challenges. Many families choose to employ the services of a family office because the demands of managing their wealth have become overwhelming or their needs are greater than what other advisors can offer.
