ORLANDO, Fla., Oct. 25 /PRNewswire-FirstCall/ — CNLBank today announced for the fifth consecutive year CNLBank Wealth Management has been named one of the Top 100 Wealth Managers in the nation by Wealth Manager Magazine. This distinguished annual report ranks the top investment advisory firms in the nation offering true wealth management services to high net worth clients.
Clarke Lemons, president of CNLBank Wealth Management, attributes this achievement to maintaining a client-focused structure in which a high level of service and investment sophistication is offered. “Our proven investment track record combined with our unique client approach has enabled CNLBank Wealth Management to achieve outstanding results, including being ranked the number one firm in Florida for the past two years,” said Lemons.
CNLBank Wealth Management maintains a simple yet comprehensive strategy to build and supervise a fiduciary-quality investment program for individuals and families. This approach, coupled with a fee-only structure, continues to propel CNLBank Wealth Management to the top of its industry.
“We are extremely pleased with the success and recognition CNLBank Wealth Management has consistently achieved,” said C. Michael Collins, president and chief executive officer of CNLBancshares, Inc., the bank's holding company. “I am thrilled to have such experienced advisors delivering personalized wealth management services to our clients. By offering expert solutions to individual financial goals, Clarke and his team provide a unique wealth management service that directly complements CNLBank's existing offerings.”
CNLBank Wealth Management's offices are located at CNLBank's headquarters in downtown Orlando.
CNLBank is a $1.3 billion, state-chartered commercial bank with offices in Central Florida, Jacksonville, South and Southwest Florida. CNLBank Wealth Management is a subsidiary of CNLBancshares, Inc., the bank's holding company, and has over $700 million in assets under management. Headquartered in Orlando, Florida, CNLBank serves the needs of business owners, professionals, real estate developers and investors with traditional commercial lending and investments as well as mortgage products. For more information visit CNLBank on the web at http://www.cnlbank.com.
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