First Wealth & Trust - First National Bank of Mount Dora

About Us

Do You Love Your Investment Advisor?
Main
There’s a lot to love about the investment team at First Wealth & Trust, part of the First National Bank of Mount Dora, and we’re bringing it all to Winter Garden, Clermont, and Apopka! Our new office is located at 504 Plant Street in Winter Garden.

What does that mean for you?
We can help you reach your goals with as little risk as possible.
Whether you need to update your will, protect wealth through trusts or estate planning, develop an investment or savings program, or start planning for retirement, we can help. We offer a unique combination of superior investment management and comprehensive financial services, including tax and financial planning.

You’ll enjoy the over-the-top service you’d expect from a community bank.
Many investment advisors claim to provide top-notch service, but the First Wealth & Trust team lives it. Every day. And we take our fiduciary responsibility seriously, giving you straightforward advice with a personal touch.

You’ll benefit from a thriving community.
Part of a community bank, we give back to support charitable organizations in the communities we serve. Creating more wealth for residents creates a more stable community, with more businesses, more jobs, and more philanthropy.