Solutions
FOR YOUR WHOLE JOURNEY
Whether you’re planning for retirement, expanding your business, or simply looking to optimize your investments, The Cypress team is here to provide trusted advice and support every step of the way.
Banking Solutions
Comprehensive financial products and services designed to meet your individual and business needs.
Trust Administration
Expertly managing your trust to safeguard your assets and protect your financial legacy.
Portfolio Management
Personalized investment strategies tailored to your goals and risk tolerance.
Treasury Services
Manage payroll, collect monthly dues, and pay vendors digitally, all with an extra layer of security.
Lending Solutions
Designed to provide you with personalized financial solutions that support your goals for the long term.
About Us
OUR ROOTS
Founded in 1996, Cypress Bank & Trust took root to support our community’s unique financial journeys. Through The Cypress Way, we invest in your story, offering expert advice and customized plans to guide you toward lasting success and security.
Our Clients' Voices
REVIEWS
The McEldowney Family, Owners of Pinch a Penny®
Our Clients' Voices
REVIEWS
Stephen R. Irby & Family
Our Clients' Voices
REVIEWS
Hiram & Dianne Turull, El Cilantrillo
Cypress in the Community
MEDIA, EVENTS, & NEWS
Please join us in welcoming Kelly Waugh to Cypress Bank & Trust as Senior Support Operations, Vice President.
Kelly brings a strong background in trust operations and wealth management, with expertise spanning process improvement, system implementation, and training. She is a graduate of the Cannon Trust School Securities Operations program and holds an MBA from Indiana Wesleyan University.
When she`s not at work, Kelly enjoys cooking on her Blackstone, getting lost in a good book, and exploring creative hobbies like building booknook kits and embroidery.
Welcome to the team, Kelly!
Aug 11
The 2026 ATO Conference is in the books, and what a time it was.
From serving up handcrafted lattes to connecting with incredible professionals at The Breakers Palm Beach, our team had a fantastic time celebrating our 30th anniversary alongside the trust and legal community.
A big congratulations to Shasta Beyer from Lulich & Attorneys for taking home our Breville Barista Touch Espresso Machine! Enjoy every cup, Shasta.
Thank you to everyone who made this event so special. We`re already looking forward to next year.
Aug 11
Please join us in welcoming Jayzelle Cordero to Cypress Bank & Trust as a Personal Banker in our Palm Beach office.
With a strong background in retail and private banking, Jayzelle specializes in delivering personalized service to high-net-worth clients through a relationship-first approach. Her attention to detail, professionalism, and commitment to exceptional client experiences make her a wonderful addition to our team.
When she`s not at work, you can find Jayzelle enjoying time with family, her dogs, or out on the volleyball court.
We`re thrilled to have you on board, Jayzelle!
Learn more: https://cypressbanktrust.com/team-member/jayzelle-cordero/
Aug 10
Cypress Bank & Trust recently closed a $3.5 million Revolving Line of Credit for a client in Palm City, FL. This transaction reflects our team`s commitment to delivering tailored lending solutions with efficient execution.
We appreciate the trust our clients place in us and the collaboration that makes results like these possible.
Aug 10
As we celebrate 30 years of serving clients across Florida, we`re excited to share that our Winter Haven Trust Office will soon relocate to downtown Lakeland. This move reflects our continued investment in Central Florida and our commitment to serving
clients where they live, work, and do business.
New Address: 215 E. Main Street, 2nd Floor, Lakeland, FL 33801
While our location is changing, the trusted relationships and personalized service our clients value remain the same.
Aug 10
Thank you to everyone who stopped by our booth at the 2026 ATO Conference at The Breakers Palm Beach.
From handcrafted lattes and great conversations to celebrating our 30th anniversary in seersucker suits, it was a conference to remember. Whether we reconnected or met for the first time, we valued every conversation.
At Cypress Bank & Trust, relationships are at the heart of everything we do. If you`d like to continue the conversation we started, our team is always here.
Aug 5
Our Central Florida team continues to deliver. Maria Rodammer, Chris Myers and Miguel Salgado recently helped a business client secure a $1 Million Line of Credit to support their working capital needs, giving them the financial flexibility to keep operations running smoothly.
At Cypress Bank & Trust, understanding your business means providing the right solutions at the right time.
Aug 5
We`re honored to be included in the Orlando Business Journal`s 2026 Golden 100, a list spotlighting Central Florida`s largest privately held companies by annual revenue.
This recognition speaks to the momentum Cypress Bank & Trust has built over three decades. What started as a boutique fiduciary in Palm Beach has grown into a full-service bank and trust company with offices across the state. That trajectory is driven by one thing: the people who trust us with their financial lives.
To our clients and our team, thank you for being part of this chapter.
Aug 3
Proud of our team in Central Florida. Maria Rodammer and Luis Barrios recently worked alongside a valued client to structure a $1MM increase to their existing Line of Credit, providing the flexibility needed to support their growing operations.
At Cypress Bank & Trust, we grow when our clients grow. That`s the relationship.
Aug 3
Cypress Bank & Trust has been named one of Central Florida`s fastest-growing privately held companies on the Orlando Business Journal`s 2026 Fast 50 list.
This recognition is based on three-year revenue growth and reflects the trust our clients place in us and the dedication of our team across Florida. From Palm Beach to Jacksonville and every office in between, this milestone belongs to everyone who has been part of our growth.
Thank you to our clients, our team, and the communities that continue to believe in what we`re building.
Jul 31
Congratulations to our own Raphael Lima on being selected as Communications Chair for the Young Professionals Executive Committee at Second Harvest Food Bank of Central Florida. After a strong year as Professional Development Chair, this appointment is well deserved.
At Cypress Bank & Trust, we`re proud to support team members who invest their time in organizations making a real impact. Keep leading, Raphael.
Jul 30
Ken Harris, owner of Harbor City Gymnastics, needed a bank that could move as fast as he does. After running into obstacles elsewhere, he found Cypress Bank & Trust.
"When I finally reached out to Cypress, Megan wouldn`t let any of those obstacles stand in her way! Thanks to her relentless effort, we were able to meet all of my deadlines; and, I discovered that customer service at this bank far exceeds my expectations. 10/10 would recommend to anyone who has banking needs in Florida."
This is what relationship banking looks like. Thank you, Ken, for trusting us with your business.
Jul 30
