About Us
“Stories hold a remarkable power – they connect us, cultivate understanding, and build trust.”
Dana Kilborne
CEO and President
Cypress Bank & Trust
In 1996, Cypress Bank & Trust took root to support the financial needs of our community. We’ve always believed in understanding and cherishing the stories of those around us. Embracing this approach, our team offers expert financial guidance and crafts tailored plans to support every stage of life’s journey. Over the years, we’ve grown from a boutique corporate fiduciary chartered in Palm Beach, Florida, to a full-fledged bank and trust company. With a growing network of seven offices across the state, our focus is on meeting your banking, trust, and portfolio management needs through our personalized approach. Our commitment remains unwavering: to be the financial partner you can rely on, providing financial solutions that support you along every step of your journey.
The Strength of Cypress
The Cypress tree is our foundation and inspiration, representing our company and people. Indigenous to Florida, the Cypress tree symbolizes history, experience, and dependability. A tree of great longevity, the Cypress endures for generations. Growing unhurried and sturdy, its plentiful roots run deep, yet are also exposed and transparent. It is evergreen, adaptable, and a valued resource. These traits define our brand now and into the future – sturdy with proven longevity, adaptable, transparent, dedicated and devoted to providing resources and a platform for multi-generational growth.
The Cypress Way
OUR GUIDING PRINCIPLE
The Cypress Way is our guiding principle that ensures you are always at the forefront of everything we do. With each interaction, we provide dedicated personalized service, with the objective of realizing your goals, while becoming a personal part of your story. We are attentive, transparent, relational, dependable, and adaptive.
Initiating Discovery
THE CYPRESS WAY AT EVERY STAGE
Cypress is rooted in relationships. Learning the details of your story is essential for a successful, long-term relationship and helps us guide you on the path to success. We make sure to begin our process by understanding your needs and laying the foundation for a successful and mutually beneficial relationship.
Our Guiding Values
Community
Cypress will always prioritize building connections and fostering community growth.
Client-Centricity
Our commitment to client-centricity ensures your financial well-being is our top priority.
Accountability
At Cypress, accountability is not just a buzzword; it’s our guiding principle.
Clarity
Transparency and clarity go hand in hand at Cypress.
Integrity
Integrity is the cornerstone of every decision we make.
Dedication
With unwavering dedication, we strive to exceed your expectations every day.
Board of Directors
LEADING WITH EXPERIENCE
Jim Swann
Tom Hermansen
Summit Shah
Dr. Kyle Moyles
J. Cole Oliver
John Tranter
Dr. Wayne Wolfson
Dana Kilborne
John Marino
Cypress in the Community
MEDIA, EVENTS, & NEWS
Urgent wire requests, last-minute changes to payment instructions, and emails that appear to come from someone you trust are all signs of one of the most costly scams in banking today - wire fraud.
Wire fraud is one of the most costly scams affecting individuals and businesses today. Once a wire transfer is sent, it`s nearly impossible to recover.
Before you act on any payment request, pause and verify:
• Confirm wire instructions by calling a known, trusted number - not the one in the email.
• Be cautious of any last-minute changes to account or routing details.
• If something feels off, slow down. Urgency is a scammer`s favorite tool.
At Cypress Bank & Trust, protecting your assets is part of how we do business.
Jun 8
Choosing a bank is more than choosing where to keep your money; it`s choosing who you trust with your financial future.
The right bank takes the time to understand your story, whether that means growing your business, planning for your family, or making everyday financial decisions with confidence. It`s a relationship built on trust, not transactions.
Check out what our own Max Jasmund, Commercial Banking Associate, has to say about why that kind of partnership makes all the difference in this month`s Orlando Business Journal.
Jun 5
🍩 It`s National Donut Day, and we`re celebrating the Cypress way, with great people, strong relationships, and a little something sweet.
At Cypress Bank & Trust, we know that some of the best conversations happen over a cup of coffee and a donut. Today, we`re sharing a few smiles, a few sprinkles, and plenty of appreciation for the incredible team members who make Cypress such a special place to work.
Here`s to the sweet moments, meaningful connections, and the people who help make every day a little brighter.
Happy National Donut Day from all of us at Cypress Bank & Trust! 🍩☕💚
Jun 5
Thirty years ago, a group of trust and banking professionals came together with a shared vision to build something guided locally, with clients at the center of every decision.
Phil Young was part of that original team. What they started in Palm Beach has grown into the Cypress Bank & Trust we know today - expanded across Florida, but still rooted in the same values.
"What began as a local vision has become a lasting organization, and that is something we are proud to carry forward."
Thank you, Phil.
Jun 4
Your bank will never ask for your password by phone, text, or email. If someone does, it`s a scam.
Account takeover fraud is one of the fastest-growing threats in banking right now — and it starts with a convincing message designed to catch you off guard.
If something doesn`t feel right, trust your instincts and call us directly. Your Cypress Bank & Trust team is here to help
May 29
Great conversations lead to stronger communities.
Our team had the privilege of sitting down with Andrea Siracusa, Director of Community Relations at Dreams Come True, to learn more about the work her organization is doing to make a lasting impact right here in our community.
At Cypress Bank & Trust, we believe in showing up not just as bankers, but as neighbors. Thank you, Andrea, for your dedication and for sharing your story with us.
May 28
We’re headed back to Gainesville!
Cypress Bank & Trust is proud to sponsor the 2026 UF Advisor Network Gator Gathering on Friday, May 29th at the Straughn Professional Development Center.
This year’s event is all about fresh ideas, meaningful connections, and what’s next for the advisory community. Be sure to catch Sascha Rizzo’s presentation, “Giant Mindless Robot,” exploring the powerful influence Boomers continue to have on the stock market.
If you’re attending, come connect with the Cypress team. We’re looking forward to a great day in Gator Nation!
May 27
Cypress Bank & Trust`s June Lundy, Senior Portfolio Manager, attended the CFA Society of Jacksonville`s World Affairs Council event on May 18th.
The evening highlighted a keynote from Gita Gopinath, the Gregory and Ania Coffey Professor of Economics at Harvard University and former First Deputy Managing Director of the IMF, who spoke on "Everything Has Changed in the Global Economy."
An insightful perspective on the forces shaping global markets - thank you to the CFA Society of Jacksonville for bringing this to our community.
May 26
Congratulations to Mercedes McCall, Senior Vice President and Senior Relationship Manager, on graduating from the Leadership Winter Park program.
This year-long initiative by the Winter Park Chamber of Commerce takes professionals behind the scenes of the Winter Park region - exploring civic systems, cultural institutions, and economic development through hands-on, immersive field days. It`s a program that builds the kind of community leaders who make a lasting difference.
The Cypress Bank & Trust team was proud to be there to celebrate Mercedes and her accomplishment - it’s well deserved.
May 25
Memorial Day is a time to pause and reflect on the courage and selflessness of those who gave their lives in service to our nation.
In observance of Memorial Day, all Cypress Bank & Trust offices will be closed on Monday, May 25.
#MemorialDay #WeRemember #CypressBankAndTrust #HonoringOurHeroes
May 25
Thirty years ago, Cypress Bank & Trust opened its doors in Palm Beach with a vision rooted in relationships, trust, and personalized service. On April 29, 2026, we had the privilege of celebrating that milestone in the city where it all began.
Thank you to our clients, colleagues, and friends who joined us at the Canopy by Hilton West Palm Beach Downtown for an evening of celebration, connection, and reflection on the journey that brought us here.
What started as a boutique fiduciary has grown into a full-service bank and trust company serving clients across Florida - and we remain committed to the relationships that have defined us for the past three decades.
Here’s to 30 years of trust and growth - and to the future ahead.
May 22
At Cypress Bank & Trust, trust and banking go hand in hand.
We recently closed a $1 million line of credit for an existing trust client - a strategic financing solution designed to provide flexibility for larger purchases and a reliable resource when the unexpected arises.
It`s moments like these that remind us why collaboration between our trust and banking teams matters. When professionals work together with the client`s full picture in mind, the result is more than a transaction; it`s confidence, clarity, and a plan built for the long term.
That`s relationship-driven banking.
May 21
