Jacqueline Yantis
Managing Director/Senior Commercial Banker at Fieldpoint Private - Greenwich, CT, US
Jacqueline Yantis's Colleagues at Fieldpoint Private
Jacqueline Yantis's Contact Details
203-413-9300
Ormond Beach, Florida, United States
Fieldpoint Private
Jacqueline Yantis's Company Details
Fieldpoint Private provides personalized, confidential wealth planning and private banking services. Headquartered in Greenwich, Connecticut, with offices in New York and throughout the southeast, the firm has more than $1 billion in bank assets and $5 billion in wealth management assets. Catering to successful individuals, families, entrepreneurs, businesses and institutions, Fieldpoint Private offers a reciprocal combination of wealth management and strategy, family office, private banking and business banking services. Though a comprehensive understanding of clients' individual financial circumstances Fieldpoint Private furnishes unbiased advice and personal service to free up the one resource that, regardless of means, no one can ever have enough of: time. Banking Services: Fieldpoint Private Bank & Trust, Member FDICRegistered Investment Advisors: Fieldpoint Private Securities, LLC, is a SEC Registered Investment Advisor and Broker Dealer. Member FINRA, MSRB, SIPC.