Working with Cypress Bank & Trust has been a game changer for our organization. As the Executive Director, I’ve seen firsthand the transformation in our financial stability, from paying off debt to launching plans for major expansion. Transitioning our investment accounts to Theo Perry with Cypress was a unanimous decision, and it’s been the right one. He brings a thoughtful, steady approach that aligns with our mission and long-term goals. We are now operating from a place of strength and that is thanks to the support and expertise of the team at Cypress.
CLIENT SPOTLIGHT
Bonnie Matz, St. Francis Manor
- Bonnie
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Travis Whitfield
Cypress Bank & Trust—and especially Theo—took the time to understand my business and built a plan where my excess liquidity could be deployed to increase my profitability.
Mrs. Beth Snyder, Edgewood Jr/Sr High School
Brevard County business partners, like Cypress Bank & Trust, are the backbone to our school’s support and needs for our students. Having trusted business partners is crucial for our community connection and involvement.
Chris Marot, President of Heka Aero LLC
Thanks to the Cypress team, what could have been a daunting experience turned out to be easy, quick, and even enjoyable. I highly recommend their services to anyone looking for reliable financial support.
Thom Wolek
Marla D’Amico Barboza
From our first visit we were welcomed like family you never knew you had. They care very much about their customers and this shows in the way they follow through with attention to detail and clear communication.
Ken Thompson, Senior Trust Executive, Senior Vice President
I joined Cypress because it was a breath of fresh air. A company focused on the client. It was an opportunity to join a firm and take advantage of the dislocation happening in the “megabank” world.