Business Briefs – 8/4/23
MNMW welcomes Siu
Recently, Markham Norton Mosteller Wright & Co., P.A., welcomed Betania Siu as an associate in its tax division. In this role, she will assist clients with tax research, preparation, and filing.
Siu is a Florida International University graduate with a bachelor of science in accounting and is pursuing her enrolled agent credential. Her experience includes four years of public accounting and two years in governmental accounting.
Her areas of expertise include individual and business taxation and tax research.
Markham Norton Mosteller Wright & Company, P.A. is a public accounting and consulting firm with offices in Fort Myers and Naples. Along with traditional tax and accounting services, the firm offers a wide range of other services, including general business consulting, construction business consulting, medical practice consulting, not-for-profit services, family mediation services, forensic accounting, and litigation support. Call 239-433-5554 or visit Markham-Norton.com for more information.
Uhler & Vertich Financial Planners and Scott White Advisors merge to form Uhler Vertich White Advisors
Uhler & Vertich Financial Planners and Scott White Advisors have announced their merger, resulting in the formation of a new company called Uhler Vertich White Advisors. The merger brings together two financial planning firms with a shared vision of delivering tailored, concierge services to its clients, including asset diversification, trusts, estate plans, investments and retirement.
Uhler & Vertich Financial Planners was founded in 2002 by principals Tom Uhler and Corey Vertich. The firm has an established clientele and is known for helping its clients become and remain financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for efficient transfer of accumulated wealth.
Scott White Advisors was founded in 2006 by Scott White and is similarly known for serving families with significant net worth develop estate and financial plans.
The newly formed Uhler Vertich White Advisors will operate under the leadership of the three principals from both merging companies.
Uhler Vertich White Advisors, an independent registered investment advisory firm, is dedicated to the success of its clients’ personal, family, financial and charitable goals. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit uvwadvisors.com or call 239-936-6300.
Investment advisory services are offered through Uhler Vertich White Advisors. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Sanibel Captiva Community Bank hires Garmager
Britton Garmager joined Sanibel Captiva Community Bank as a teller at the bank’s College Branch, located at 7500 College Parkway, Fort Myers. He is responsible for assisting customers with personal and business banking transactions.
Garmager has prior work experience in local government, education and the customer service industry. He is a graduate of Florida Gulf Coast University with a bachelor of science degree in environmental and civil engineering.
Founded in 2003, and celebrating its 20th anniversary, Sanibel Captiva Community Bank has seven open locations throughout Lee County. A visual timeline of Sanibel Captiva Community Bank’s 20-year history is available at cheersto20years.sancapbank.com.
Sanibel Captiva Community Bank’s team members provide customized individual and business banking services and specialize in residential and commercial lending.
The bank offers free personal and business checking, deposit accounts with competitive interest rates, instant issue debit cards and a full array of digital banking products and services, including mobile banking apps, CardValet, online bill pay, Zelle®, Positive Pay and ACH Manager.
To learn more about the local bank, please visit SanCapBank.com.
Above Board Chamber hosting workshops to assist businesses with marketing potential
The Above Board Chamber of Florida will be hosting two workshops in August focusing on marketing and the tools needed to use to keep your organization at the top. The first workshop will take place Thursday, Aug. 10, at the Crowne Plaza in Fort Myers followed on Monday, Aug. 14, by the second workshop at the Hilton Naples.
Each workshop will feature marketing experts that will dive into tools and tactics that businesses can use such as: Facebook, Instagram, Canva, websites, SEO, direct mail, promotional materials, video marketing and more.
Representatives from marketing agencies and departments in Southwest Florida will be represented at the workshops. They include Acuity Public Relations, LLC; Allegra Print Naples; CONRIC pr + marketing; Constant Contact; Markham Norton Mosteller Wright & Company; M&M Multimedia; Partnership Marketing & Brand Communications; SBDC; TLC Marketing & Creative Services and Wildman Design.
The Fort Myers meeting will run from 11:30 a.m. to 1:30 p.m. at the Crowne Plaza Bell Tower, 13950 Bell Tower Drive. The Naples meeting is set for the Hilton Naples, 5111 Tamiami Trail North, from 11:30 a.m.-1:30 p.m.
To register for any of the events go to AboveBoardChamber.com or call 239-910-7426. Lunch is included. The cost for the Fort Myers event on or before Monday, Aug. 7, is $33 for members and $35 for non-members. After Aug. 7, it is $35 for members and $40 for non-members. The cost for the Naples event on or before Thursday, Aug. 10, is $33 for members and $35 for non-members. After Aug. 10, it is $35 for members and $40 for non-members.