Southeast Trust Opens Naples Location and Hires Matthew Lyons
Southeast Trust Company, in Ocala, Florida, announces the addition of Matthew Lyons as a Wealth Strategist and Trust Officer in our newly established Naples office. Matthew brings an abundance of experience as a financial analyst and advisor. Originally from Lakeland, Matthew moved to Naples after graduating college to pursue a career in the financial industry. His 16 years of working with clients to create and maintain a successful financial strategy and caring about the client’s and their family’s future will serve him well as a Trust Officer at Southeast Trust Company.
As a Wealth Strategist and Trust Officer, Matthew will be responsible for developing relationships in and around Naples as well as account administration. The new Naples location is within the MidFlorida Credit Union branch located at 3360 Pine Ridge Road.
“I am delighted to welcome Matthew Lyons to the Southeast Trust Company team.,” said Monty Ergle, President and Chief Investment Officer of Southeast Trust. “Matt’s extensive experience combined with his genuine passion for helping clients aligns perfectly with the values and client commitment of Southeast Trust. We look forward to seeing him thrive as a Wealth Strategist and Trust Officer in our newly established Naples office.”
About Southeast Trust Company
Southeast Trust Company, LLC is a wholly owned Service Organization of MIDFLORIDA Credit Union. Built on the principles of leadership, continuous improvement and client-driven quality, Southeast Trust Company provides local service and a comprehensive range of trust and investment services coupled with superior client focus. Services include life and wealth planning, investment management, personal trust services, estate settlement services, and individual retirement accounts.
About MIDFLORIDA Credit Union
MIDFLORIDA is a state-chartered financial institution headquartered in Lakeland, Florida. The Credit Union serves more than 476,000 members with assets totaling more than $7.1 billion through its network of branches, ATMs and website, midflorida.com MIDFLORIDA Credit Union is open for membership to anyone who lives, works, worships or attends school within its Florida service area, which spans from Gainesville to Stuart and coast to coast.
