Community Trusts

In episode 7 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will learn about community trusts; what they are, how you can get involved, and how they can have a positive impact on your local community. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Sarah Herrick, the Executive Director of the Mount Dora Community Trust and Rob English, the Development Director of the Mount Dora Community Trust to explain it all.

Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences.

Subscribe on your favorite podcast platform so you never miss an episode: https://chimesanddimes.com/

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.