Grove Bank & Trust
David Breitwieser has extensive experience in the financial industry, with a focus on portfolio management, wealth management, and investment analysis. He has worked for reputable institutions such as BNY Mellon Wealth Management and Barnett Capital Advisors, consistently delivering strong performance and exceeding sales goals. Currently serving as the Managing Director/Chief Investment Officer at Grove Bank & Trust, David brings a wealth of knowledge and expertise to his role. His background in finance from the University of South Florida has provided a strong foundation for his successful career.
Grove Bank & Trust
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Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida. People are our most important asset and our brand. The values of integrity and honesty are of paramount importance to us and are the essence of who we are and how we operate. Grove Bank & Trust offers boutique banking, comprehensive trust, and wealth management services* tailored to meet the needs of individuals, families and their businesses. Grove Bank & Trust continues to retain its strong capital and liquidity position and has one of the strongest Capital ratios among banks in South Florida and within the top 10% of banks nationwide as of 12/31/2020. *Investment Products: Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Deposit | Not Insured by any Federal Government Entity. Clients of Grove Bank & Trust and their affiliates should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Member FDIC | Equal Housing Lender