First Wealth & Trust

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First Wealth & Trust Financial planning, investment management, estate planning and trust administration.

Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency, and may lose value.

10/26/2026

The "Sandwich Generation" will likely have a lot to deal with over the next decade or so and now is the time to start preparing. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, Shelley Dawson, Realtor, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the Chef's Table at the Chefs Table at the Edgewater & The Tasting Room At The Chef's Table here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

October is Breast Cancer Awareness Month, and Alice from First Wealth & Trust is showing her support by wearing pink tod...
10/23/2026

October is Breast Cancer Awareness Month, and Alice from First Wealth & Trust is showing her support by wearing pink today! We’re proud to stand together in raising awareness, honoring survivors, remembering those we’ve lost, and supporting everyone affected by breast cancer.

Together, we wear pink for hope, strength, and the importance of early detection. 💕🎀

Some parents are contributing $100,000 to help their children buy a home.With home prices and monthly payments creating ...
10/23/2026

Some parents are contributing $100,000 to help their children buy a home.

With home prices and monthly payments creating challenges for first-time buyers, family support is playing a bigger role in helping the next generation become homeowners.

In Episode 13 of Chimes & Dimes, Shelley Dawson shares what she's seeing in the real estate market and how parents are helping their children get started with a home of their own.

Pete Baksh, , CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Meet Shelley, real estate professional in Central Florida and our second guest on episode 13 of Chimes & Dimes.From why ...
10/21/2026

Meet Shelley, real estate professional in Central Florida and our second guest on episode 13 of Chimes & Dimes.

From why homeowners are holding onto their 3% mortgages to the surprising ways families are helping their kids buy homes, there’s plenty to learn. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/20/2026

Save Our Homes Portability is a great tax benefit many people don't know about when it comes time to buy a new house. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, Shelley Dawson, Realtor, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the Chefs Table at the Edgewater & The Tasting Room At The Chef's Table here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/19/2026

Market Monday is out! Here are the latest economic indicators, with insights from our investment team on how they may impact market performance for October 19, 2026.

On Episode 13 of Chimes & Dimes, Billy Brooks shares a personal story that puts today's housing prices into perspective....
10/16/2026

On Episode 13 of Chimes & Dimes, Billy Brooks shares a personal story that puts today's housing prices into perspective. His first home cost $58,000, and the same property is now selling for $241,000!

How much has the housing market changed since you bought your first home?

Pete Baksh, , CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Meet Billy Brooks, Chief Lending Officer at First National Bank of Mount Dora and our first guest on episode 13 of Chime...
10/14/2026

Meet Billy Brooks, Chief Lending Officer at First National Bank of Mount Dora and our first guest on episode 13 of Chimes & Dimes.

From why homeowners are holding onto their 3% mortgages to the surprising ways families are helping their kids buy homes, there’s plenty to learn. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/12/2026

We all know everything gets more expensive over time, but you can't help but laugh when you hear what the costs of homes were just a few decades ago compared to today. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, Shelley Dawson, Realtor, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the Chef's Chefs Table at the Edgewater at the Edgewater & The Tasting Room At The Chef's Table here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

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504 Plant Street
Winter Garden, FL
34787

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+13523852121

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