Southeast Trust Company

Southeast Trust Company As a Florida based Trust Company, we are dedicated to securing your wealth and protecting your legacy.

We are a trusted fiduciary, offering personalized wealth management, expert estate settlement services, and meticulous trust administration services.

• Knowing the people you care about will be taken care of• Feeling confident about the future you’re building• Having cl...
06/15/2026

• Knowing the people you care about will be taken care of
• Feeling confident about the future you’re building
• Having clarity around the decisions that matter most
• The freedom to focus on what matters in life

Whatever your vision of financial peace looks like, we’re here to help you protect it. Our team provides the coordinated strategy and long-term stewardship needed to turn those goals into a lasting reality.

Ready to start the conversation? Schedule your private consultation https://heyor.ca/D02y8O.

06/10/2026

Three Financial Milestones Worth Recognizing:

🔹 Creating a clear financial plan
🔹 Building momentum through a disciplined investment strategy
🔹 Planning confidently for the future you want

These moments reflect more than progress—they show clarity, direction, and a commitment to what matters most.

Southeast Trust works alongside you to help bring structure to each stage, so your financial decisions continue to support your long-term goals.

Because meaningful progress isn’t just about where you’re going—it’s how you get there. We invite you to schedule an introductory call when you’re ready to begin: 352-291-5999.

While these terms are often used together, they serve very different roles in protecting and managing your legacy.🔹 Esta...
06/08/2026

While these terms are often used together, they serve very different roles in protecting and managing your legacy.

🔹 Estate Planning focuses on preparing for the future—legally structuring your assets to be distributed smoothly and efficiently, while ensuring your wishes are clearly documented
🔹 Trust Administration comes into play later—carrying out those plans and managing the details after they’ve been put into action

Understanding both is key to creating a plan that reflects your wishes and works as intended when it matters most.

At Southeast Trust, we help guide you through each step—so your plan is both thoughtfully designed and carefully executed.

Because clarity today helps protect what matters most tomorrow. Learn more about Southeast Trust's stewardship approach to Estate & Trust services: https://heyor.ca/Tw4FYC.

06/03/2026

“This field is rewarding to me because it's not just about finance, it's about building a foundation of trust with our clients. I get the honor to make a difference in a person's life whether or not it ends in a business relationship. Southeast Trust is about helping people without any other external motivation except to do what's best for them.”

Justin Wissinger – AVP, Portfolio Manager

05/25/2026

At Southeast Trust, retirement planning is about more than numbers—it’s about building a strategy that supports the life you want to live, both now and in the years ahead.

🔹 Personalized planning based on your goals
🔹 Guidance through changing markets and life stages
🔹 A long-term approach designed for stability and clarity

The earlier you start planning, the more options you create for your future. Learn more at https://heyor.ca/qKlUmJ or schedule an introductory call: 352-291-5999.

At Southeast Trust Company we honor and remember. Thank you does not seem to touch the surface for the graditude we have...
05/20/2026

At Southeast Trust Company we honor and remember. Thank you does not seem to touch the surface for the graditude we have for those who serve today and those that served before, but today those words are what we have to offer - Thank you!

"Courage is more exhilarating than fear and in the long run it is easier. We do not have to become heroes overnight. Just one step at a time." – Eleanor Roosevelt

05/20/2026

Financial planning isn’t a one-time decision — it’s a relationship that grows over time.

As life evolves, so do the financial decisions that come with it. Having a trusted advisor who understands your goals, your priorities, and the bigger picture can make it easier to navigate those moments thoughtfully.

At Southeast Trust Company, we value the long-term relationships that allow us to help clients plan with clarity and confidence as the years unfold.

Learn more about investment management services to grow and protect your assets. https://heyor.ca/zyWw01

05/15/2026

Investment strategy often gets the most attention — but how assets are withdrawn over time can play an equally important role.

The timing, order, and structure of withdrawals can all influence how long a portfolio lasts and how effectively it supports your goals.

A thoughtful plan considers both sides of the equation.

A thoughtful plan starts with a conversation — schedule an introductory call. https://heyor.ca/3riMNW

Behind every thoughtful investment strategy is experienced leadership.At Southeast Trust, that leadership begins with Mo...
05/13/2026

Behind every thoughtful investment strategy is experienced leadership.

At Southeast Trust, that leadership begins with Monty Ergle, CFP, our President and Chief Investment Officer. With more than two decades in financial services, Monty plays an important role in shaping the portfolio strategy and long-term planning that guide the relationships we build with the individuals and families we serve.
Monty helps clients navigate changing markets while keeping the focus where it belongs — on disciplined, long-term planning.

Learn more about Monty’s experience, the perspective he brings to guiding investment strategy at Southeast Trust, and meet the rest of our team > https://heyor.ca/pMBl2W

“A mother’s hug lasts long after she lets go.” —UnknownHappy Mother's Day!
05/10/2026

“A mother’s hug lasts long after she lets go.” —Unknown
Happy Mother's Day!

Address

1603 SW 19th Avenue
Ocala, FL
34471

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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