About BNY Wealth
For over 240 years, we have been helping accomplished individuals, families, family offices and institutions build, manage and sustain their wealth through periods of economic growth, contraction and everything in-between. As part of BNY, we leverage our firm’s strength as a leading investment management, asset servicing, and wealth management firm to offer world-class solutions. Today, we’re the world’s #1 custodian and a top 10 U.S. private bank. It also marks the 28th time we’ve been named one of the World’s Most Admired Companies by Fortune Magazine.
In the Tampa Bay area, BNY Wealth has a strong and growing presence, and is a key part of our West Florida market, delivering personalized strategies and deep expertise to help clients achieve their financial goals.



