For more information about becoming an Investor, please contact:

Craig Richard
President & CEO

(813) 518-2620

BNY Mellon Wealth



BNY Mellon has been managing wealth since America began creating it, providing an unparalleled level of service to private clients, family offices, institutions and endowments alike. We’d like to do the same for you.


BNY Mellon Wealth Management clients represent some of the most successful individuals, families and institutions around the world. They often come to us for our results and reputation. But it’s our ability to deliver our capabilities consistently and individually that has brought us the success that matters most—a circle of loyal and highly satisfied clients whose strong relationships stretch across market cycles and generations.


Whether you’re happy with your current wealth manager, or considering a search for a new one, get to know why BNY Mellon Wealth Management has a 96% client satisfaction rate.

Lisa M. Simington, CFP®

Lisa Simington is the Regional President for BNY Mellon Wealth Management in its West Florida region covering offices in central and west Florida including Orlando, Tampa and Naples.  In this role, she manages all new business development, portfolio management, trust administration, estate planning and private banking activities within the region.   Lisa joined BNY  Mellon in 2009 and initially managed the Private Banking business for the southeast, covering Florida and Georgia.


Lisa has over 25 years experience in financial services including most notably time with both Wells Fargo f/k/a Wachovia and Goldman Sachs.  During her tenure at Wachovia, Lisa held numerous leadership positions in both Florida and Georgia covering several lines of business, including Wealth Management, Commercial Banking and Credit/Risk Management.  Her last position was as Head of  the Wealth Management division in Georgia.  After leaving Wachovia in 2006, Lisa joined Goldman Sachs and relocated with a team of professionals  from her former firm.  Together, they were  responsible for delivering comprehensive investment  management services to high net worth individuals, families and foundations with investable assets generally of $10 million or more.


Lisa lives in both Naples and Tampa with her husband and 4 children.

Lisa M. Simington, CFP®
President – Florida West Coast