Full-service national bank fiduciary trust, estate settlement, and retirement wealth management branch at 1409 S Parrott Ave in Okeechobee (`(863) 467-4663`), operated by **Seacoast National Bank** (`FDIC Certificate #133`, `OCC Charter #15966` / `#13075` with full `12 CFR Part 9` National Bank Fiduciary & Personal Trust Powers; parent holding company `Seacoast Banking Corporation of Florida`, `Sunbiz Doc# H09060` / `#H18569`, and `Seacoast Investment Services` via `LPL Financial LLC`, `Firm CRD #6413` / `SEC File #801-10970`). Serves Okeechobee County retirees and legacy ranching families with corporate trustee services, probate estate settlement, fiduciary investment management, and multi-million-dollar FDIC-insured deposit sweeps.
Official Verification Sources: FDIC BankFind — Seacoast National Bank (FDIC Certificate #133); SEC IAPD — LPL Financial LLC / Seacoast Investment Services (CRD #6413 / SEC #801-10970)
Issuer: Office of the Comptroller of the Currency (OCC), FDIC & U.S. SEC
Notes: Seacoast National Bank (FDIC #133, chartered in nearby Stuart in 1926) operates its full-service Okeechobee branch at 1409 S Parrott Ave, Okeechobee, FL 34974 ((863) 467-4663) with full fiduciary trust powers and 0 fiduciary enforcement disclosures.
Factual details and direct answers about Seacoast Wealth Management / Seacoast National Bank — Okeechobee Branch's services, licensing, and credentials.
Can Seacoast National Bank serve as a corporate trustee or co-trustee for an Okeechobee family trust?
Yes. Seacoast National Bank (FDIC Certificate #133) holds full national bank fiduciary trust powers under OCC oversight, enabling its wealth management team at 1409 S Parrott Ave in Okeechobee ((863) 467-4663) to act as corporate trustee, successor trustee, or estate personal representative.
Does the Okeechobee Seacoast branch offer retirement investment management as well as private banking?
Yes. Through Seacoast Wealth Management and Seacoast Investment Services (offered via LPL Financial LLC, Firm CRD #6413 / SEC #801-10970), seniors can manage IRAs, pension rollovers, trust portfolios, and FDIC-insured cash reserves in one place.
Connect with complementary legal, financial, and residential providers serving seniors in Okeechobee and Okeechobee County.
Conely & Conely, P.A. (Thomas W. Conely III, Esq. & Deborah M. Hooker, Esq.)
Okeechobee, Okeechobee County
(863) 763-3825
Okeechobee County SHIP & Affordable Housing Program (Board of County Commissioners)
Okeechobee, Okeechobee County
(863) 763-9312
Grand Oaks of Okeechobee (VNA of Florida Assisted Living Community)
Okeechobee, Okeechobee County
(863) 763-1966
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Edward Jones — Sharon A. Covey & Bryan Finnegan, Financial Advisors (Okeechobee Branch)
Okeechobee, Okeechobee County
Stark Financial Advisers, Inc. — Gary L. Stark, President & CEO
Okeechobee, Okeechobee County
Costopoulos & Associates, LLC / Cetera Investment Advisers — Michael L. Costopoulos, CPA
Okeechobee, Okeechobee County
Wicks, Brown, Williams & Co., CPA's LLP — Okeechobee Office (Cheryl M. Williams, CPA)
Okeechobee, Okeechobee County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.