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Northern Trust in Florida

Helping new and established Floridians achieve optimal outcomes for more than a century.

YOUR TRUSTED PARTNER IN FLORIDA

We proudly serve many of the state’s most successful families, companies and nonprofits, having earned their trust through outstanding service and advice.

Who We Serve in Florida

Individuals and institutions across Florida depend on us for our exceptional service, renowned expertise, integrity and innovative goals-driven wealth management approach.

Are You Looking to Relocate to Florida?

Our experts in Florida can help you successfully relocate and find opportunities to improve your plan.

Consult a Florida Advisor

How We Can Help You

We take a uniquely personalized approach — supported by interactive technology — to help you build a comprehensive plan for a lifetime of goals.

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Funding Your Lifestyle and Ambitions
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Why Northern Trust

Peace of Mind

Peace of Mind

Our firm has demonstrated resilience and stability across the best and worst of times. Our local presence keeps us attuned to the unique needs of Floridians.

Optimal Outcomes

Optimal Outcomes

With a broad range of specialized expertise and focus on the “triple-net” variable of taxes, fees and inflation, we develop research-backed solutions to ensure you meet your goals.

Outstanding Service

Outstanding Service

We have thrived in Florida through service excellence. This includes providing you a single point of contact, who coordinates with internal and outside advisors to optimize your plan.

Find Your Local Florida Office
1
Tampa
1001 Water Street, Suite 900Tampa, FL 33602(813) 277-0900
2
Naples
4001 Tamiami Trail NorthNaples, FL 34103
3
Jacksonville
1 Independence Drive, Suite 3250Jacksonville, FL 32202
4
North Palm Beach
11301 U.S. Highway OneNorth Palm Beach, FL 33408
5
FORT LAUDERDALE
1100 East Las Olas BoulevardFort Lauderdale, FL 33301
6
Miami
600 Brickell AvenueSuite 2400Miami, FL 33131

Our Experts

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    Navigate to Glenda Pedroso

    Glenda Pedroso

    East Region President, Wealth Management

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    Navigate to Alexander P. Adams

    Alexander P. Adams

    South Florida President, Wealth Management

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    Navigate to Thomas R. Oliveri

    Thomas R. Oliveri

    West Florida President, Wealth Management

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    Navigate to Michael J. Bracci

    Michael J. Bracci

    East Florida President, Wealth Management

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    Navigate to Stephanie Goforth

    Stephanie Goforth

    Global Head of Sales & Marketing, Wealth Management

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    Navigate to Drake Jackman

    Drake Jackman

    Managing Director, International Wealth Advisory Services

    REALIZE YOUR WEALTH’S FULL POTENTIAL

    Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan and uncovering new possibilities for your wealth.

    1. As of August 2021
    2. As of March 2024
    3. As of March 2024