First Wealth & Trust

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.

06/17/2026

Joe Liguori of The Hangry Bison - Winter Garden came onto the Chimes & Dimes podcast to show us their iconic Smoked Old Fashioned.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.

Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.



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.

Don't miss the chance to win a $100 gift card to Hangry Bison restaurant in Winter Garden! Sign up for email alerts anno...
06/16/2026

Don't miss the chance to win a $100 gift card to Hangry Bison restaurant in Winter Garden! Sign up for email alerts announcing each new episode of the Chimes & Dimes podcast, covering the latest financial planning and investment management topics, hosted by our FNBMD investment team and First Wealth & Trust team with special guests. Visit https://chimesanddimes.com for details and contest rules.

BEWARE! We've had recent reports of fraudulent calls pretending to be the bank. If you receive a suspicious call, hang u...
06/15/2026

BEWARE! We've had recent reports of fraudulent calls pretending to be the bank. If you receive a suspicious call, hang up and contact the bank directly at 352-383-2111.

Market Monday is out! Here are the latest economic indicators, with insights from our investment team on how they may im...
06/15/2026

Market Monday is out! Here are the latest economic indicators, with insights from our investment team on how they may impact market performance for June 15, 2026.

06/15/2026

In this episode of Chimes & Dimes presented by First Wealth & Trust, find out what Joe Liguori, the owner of Hangry The Hangry Bison - Winter Garden, wishes he knew before he opened his first restaurant.

Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October.



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.

"The number one mistake I see business owners start a business without an operating agreement. I had a client who was a ...
06/12/2026

"The number one mistake I see business owners start a business without an operating agreement. I had a client who was a business owner, had about 13 employees, was the sole person in charge of payroll. After he passed, the family didn't know what to do.

An operating agreement can have those types of instructions in place as to what happens for the succession planning of either death or incapacity."

Jeanette Mora of Estate & Elder Law Counsel, P.A. came onto the Chimes & Dimes podcast to talk about estate planning and how to protect both you and your employees in case anything happens to you as a business owner.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.

Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.



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.

A huge congratulations to Alice, Vice President and Trust Officer of First Wealth & Trust in Winter Garden, on her recen...
06/10/2026

A huge congratulations to Alice, Vice President and Trust Officer of First Wealth & Trust in Winter Garden, on her recent graduation from Leadership West Orange! The Leadership West Orange program brings local business leaders together for hands‑on learning, behind‑the‑scenes experiences, and a deeper understanding of the West Orange community.

Jeanette Mora of Estate & Elder Law Counsel, P.A. came onto the Chimes & Dimes podcast to talk about estate planning and...
06/10/2026

Jeanette Mora of Estate & Elder Law Counsel, P.A. came onto the Chimes & Dimes podcast to talk about estate planning and how to protect both you and your employees in case anything happens to you as a business owner.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.

Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.



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.

06/08/2026

An operating agreement is one of the most important documents a new business owner should consider. But why? Jeanette Mora, Managing Attorney with the Estate & Elder Law Counsel, P.A., joined the Chimes & Dimes podcast to share why this oft-overlooked document can potentially make a business owner’s life easier.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October.

Subscribe on your favorite podcast platform so you never miss an episode: chimesanddimes.com



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.

Address

504 Plant Street
Winter Garden, FL
34787

Telephone

+13523852121

Website

Alerts

Be the first to know and let us send you an email when First Wealth & Trust posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to First Wealth & Trust:

Shortcuts

Share

Category