Sherla Spiess's Colleagues at Fieldpoint Private
Bobby Castellow
SVP, Director of Client Experience & Head of Private Branch Banking
Sherla Spiess's Contact Details
203-413-9300
Orlando, Florida Area
Fieldpoint Private
Sherla Spiess'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.